Carmel Capital Partners, LLC

Position in SPG — Simon Property Group Inc.

CIK 1900481 SAN DIEGO, CA

Position in SPG

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$519,315

+$77,612 QoQ

Shares Held

2,322

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#773

of 1,353 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Carmel Capital Partners, LLC holds $519,315 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPG	Simon Property Group Inc. This page	2,322	$519,315

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$519,315	2,322	-1.9%	Shares	Sole	2026-07-30
2026-03-31	$441,703	2,368	-0.5%	Shares	Sole	2026-04-30
2025-12-31	$440,376	2,379	0.0%	Shares	Sole	2026-01-29
2025-09-30	$446,466	2,379	-43.5%	Shares	Sole	2025-10-30
2025-06-30	$676,317	4,207	-39.1%	Shares	Sole	2025-07-29
2025-03-31	$1,147,944	6,912	-0.6%	Shares	Sole	2025-05-05
2024-12-31	$1,197,548	6,954	+0.8%	Shares	Sole	2025-02-06
2024-09-30	$1,166,068	6,899	+0.8%	Shares	Sole	2024-11-01
2024-06-30	$1,038,767	6,843	-0.8%	Shares	Sole	2024-07-31
2024-03-31	$1,079,311	6,897	+2.6%	Shares	Sole	2024-04-25
2023-12-31	$958,398	6,719	+3.5%	Shares	Sole	2024-02-01
2023-09-30	$701,222	6,491	+17.5%	Shares	Sole	2023-10-27
2023-06-30	$637,680	5,522	+2.6%	Shares	Sole	2023-07-27
2023-03-31	$602,846	5,384	-3.9%	Shares	Sole	2023-04-19
2022-12-31	$658,122	5,602	+3.0%	Shares	Sole	2023-01-17
2022-09-30	$488,329	5,441	+65.9%	Shares	Sole	2022-10-14
2022-06-30	$311,242	3,279	—	Shares	Sole	2022-07-11
No filing history on record for this holder in this stock.