FINANCIAL MANAGEMENT NETWORK INC

Position in SPG — Simon Property Group Inc.

CIK 1844831 MISSION VIEJO, CA

Position in SPG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,152,346

+$526,750 QoQ

Shares Held

14,095

+0.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.58%

of 13F equity value

Holder Rank

#420

of 1,353 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

FINANCIAL MANAGEMENT NETWORK INC holds $4,100,614 across 3 REIT - Retail names. SPG ranks #1 (76.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	14,095	$3,152,346
2	MAC	Macerich Co	23,799	$599,496
3	O	Realty Income Corp	5,629	$348,772

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,152,346	14,095	+0.1%	Shares	Sole	2026-08-06
2026-03-31	$2,625,596	14,076	-2.8%	Shares	Sole	2026-04-17
2025-12-31	$2,679,467	14,475	-8.3%	Shares	Sole	2026-01-08
2025-09-30	$2,960,869	15,777	+6.4%	Shares	Sole	2025-10-29
2025-06-30	$2,384,553	14,833	+0.1%	Shares	Sole	2025-07-10
2025-03-31	$2,462,136	14,825	-2.1%	Shares	Sole	2025-05-07
2024-12-31	$2,608,464	15,147	+0.4%	Shares	Sole	2025-02-03
2024-09-30	$2,548,821	15,080	-8.5%	Shares	Sole	2024-10-23
2024-06-30	$2,500,601	16,473	-6.2%	Shares	Sole	2024-07-22
2024-03-31	$2,749,529	17,570	-8.6%	Shares	Sole	2024-04-22
2023-12-31	$2,743,109	19,231	+3.7%	Shares	Sole	2024-01-22
2023-09-30	$2,002,768	18,539	+1.0%	Shares	Sole	2023-10-24
2023-06-30	$2,120,328	18,361	-3.5%	Shares	Sole	2023-07-28
2023-03-31	$2,130,117	19,024	+6.1%	Shares	Sole	2023-04-21
2022-12-31	$2,106,886	17,934	+4.6%	Shares	Sole	2023-02-10
2022-09-30	$1,538,225	17,139	+10.7%	Shares	Sole	2022-11-03
2022-06-30	$1,469,266	15,479	+2.8%	Shares	Sole	2022-07-11
2022-03-31	$1,980,898	15,057	-3.1%	Shares	Sole	2022-04-21
2021-12-31	$2,482,825	15,540	-2.8%	Shares	Sole	2022-01-19
2021-09-30	$2,077,960	15,988	-7.4%	Shares	Sole	2021-10-13
2021-06-30	$2,252,476	17,263	-8.7%	Shares	Sole	2021-07-20
2021-03-31	$2,150,594	18,903	—	Shares	Sole	2021-05-06
No filing history on record for this holder in this stock.