Position in SPG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,339,663
+$195,862 QoQ
Shares Held
5,990
-2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#570
of 1,353 holders
Holding Since
Dec 2023
11 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, 2026Everhart Financial Group, Inc. holds $1,995,075 across 2 REIT - Retail names. SPG ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
5,990 | $1,339,663 | |
| 2 | O |
Realty Income Corp
|
10,578 | $655,412 |
All Filings in SPG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,339,663 | 5,990 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,143,801 | 6,132 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $989,042 | 5,343 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $891,432 | 4,750 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $633,715 | 3,942 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $644,058 | 3,878 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $612,723 | 3,558 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $562,667 | 3,329 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $432,478 | 2,849 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $366,499 | 2,342 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $257,465 | 1,805 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||