Position in SPG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,552,061
-$6,792,943 QoQ
Shares Held
110,181
-25.4% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026CSM Advisors, LLC holds $29,726,456 across 2 REIT - Retail names. SPG ranks #1 (69.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
110,181 | $20,552,061 | |
| 2 | WSR |
Whitestone REIT
|
568,074 | $9,174,395 |
All Filings in SPG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,552,061 | 110,181 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,345,004 | 147,723 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $19,026,172 | 101,381 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,439,466 | 158,245 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||