Marshall Financial Group, LLC
Position in SPG — Simon Property Group Inc.
CIK 1841496
Hunt Valley, MD
Position in SPG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,290,236
+$216,756 QoQ
Shares Held
5,769
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#577
of 1,358 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Marshall Financial Group, LLC holds $3,054,031 across 3 REIT - Retail names. SPG ranks #2 (42.2% of the industry book) .
All Filings in SPG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,290,236 | 5,769 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,073,480 | 5,755 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,064,012 | 5,748 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,083,418 | 5,773 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $882,411 | 5,489 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||