Heartland Bank & Trust Co
BankPosition in SPG — Simon Property Group Inc.
CIK 1866040
BLOOMINGTON, IL
Position in SPG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$347,328
+$55,223 QoQ
Shares Held
1,553
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#891
of 1,358 holders
Holding Since
Jun 2021
11 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Heartland Bank & Trust Co holds $571,933 across 2 REIT - Retail names. SPG ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,553 | $347,328 | |
| 2 | O |
Realty Income Corp
|
3,625 | $224,605 |
All Filings in SPG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,328 | 1,553 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $292,105 | 1,566 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $282,477 | 1,526 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $288,448 | 1,537 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $248,213 | 1,544 | Shares | Sole | 2025-07-25 | |
| 2022-09-30 | $345,268 | 3,847 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $360,126 | 3,794 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $504,269 | 3,833 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $632,209 | 3,957 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $520,789 | 4,007 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $492,301 | 3,773 | Shares | Sole | 2021-07-30 | |
| No filing history on record for this holder in this stock. | ||||||