YOUSIF CAPITAL MANAGEMENT, LLC
Position in SPG — Simon Property Group Inc.
CIK 1858789
BLOOMFIELD HILLS, MI
Position in SPG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$10,179,429
+$1,829,414 QoQ
Shares Held
45,515
+1.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#32
of 352 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $62,783,798 across 21 REIT - Retail names. SPG ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
240,926 | $14,927,774 | |
| 2 | FRT |
Federal Realty Investment Trust
|
82,508 | $10,184,787 | |
| 3 | SPG |
Simon Property Group Inc.
This page
|
45,515 | $10,179,429 | |
| 4 | KIM |
Kimco Realty Corp
|
124,392 | $3,153,337 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
94,974 | $2,994,530 | |
| 6 | REG |
Regency Centers Corp
|
36,610 | $2,919,281 | |
| 7 | ADC |
Agree Realty Corp
|
37,030 | $2,804,652 | |
| 8 | NNN |
Nnn REIT, Inc.
|
58,470 | $2,720,609 |
All Filings in SPG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,179,429 | 45,515 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $8,350,015 | 44,765 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $8,582,625 | 46,365 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $9,267,519 | 49,382 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $7,886,564 | 49,058 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,200,366 | 49,376 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $8,665,262 | 50,318 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $8,849,718 | 52,359 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $8,384,824 | 55,236 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,767,978 | 56,029 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $8,105,803 | 56,827 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,406,287 | 59,301 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,015,756 | 60,753 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $6,691,887 | 59,765 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $7,305,493 | 62,185 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $5,395,500 | 60,117 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $5,843,370 | 61,561 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $8,564,556 | 65,100 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $10,246,209 | 64,131 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||