Kaizen Financial Strategies

Position in SPG — Simon Property Group Inc.

CIK 1842013 CAMPBELL, CA

Position in SPG

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$495,384

+$104,418 QoQ

Shares Held

2,215

+5.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#788

of 1,353 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Kaizen Financial Strategies holds $495,384 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPG	Simon Property Group Inc. This page	2,215	$495,384

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$495,384	2,215	+5.7%	Shares	Sole	2026-07-30
2026-03-31	$390,966	2,096	+1.4%	Shares	Sole	2026-05-01
2025-12-31	$382,807	2,068	-9.8%	Shares	Sole	2026-01-21
2025-09-30	$430,327	2,293	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$367,658	2,287	+6.5%	Shares	Sole	2025-08-08
2025-03-31	$356,739	2,148	+1.3%	Shares	Sole	2025-04-09
2024-12-31	$365,257	2,121	+1.1%	Shares	Sole	2025-02-14
2024-09-30	$354,434	2,097	-16.4%	Shares	Sole	2024-11-04
2024-06-30	$380,562	2,507	+2.2%	Shares	Sole	2024-08-05
2024-03-31	$383,713	2,452	+1.3%	Shares	Sole	2024-05-03
2023-12-31	$345,188	2,420	+1.8%	Shares	Sole	2024-01-18
2023-09-30	$256,787	2,377	0.0%	Shares	Sole	2023-10-31
2023-06-30	$274,495	2,377	+3.2%	Shares	Sole	2023-08-08
2023-03-31	$257,978	2,304	-2.3%	Shares	Sole	2023-05-11
2022-12-31	$277,135	2,359	-10.5%	Shares	Sole	2023-01-19
2022-09-30	$236,670	2,637	+66.0%	Shares	Sole	2022-10-19
2022-03-31	$209,048	1,589	+1.0%	Shares	Sole	2022-05-06
2021-12-31	$251,318	1,573	+0.8%	Shares	Sole	2022-01-26
2021-09-30	$202,883	1,561	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.