Mystic Asset Management, Inc.

Position in SPG — Simon Property Group Inc.

CIK 1912460 Warwick, RI

Position in SPG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,234,263

+$375,119 QoQ

Shares Held

9,990

+0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#474

of 1,353 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Mystic Asset Management, Inc. holds $4,795,732 across 3 REIT - Retail names. SPG ranks #2 (46.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	36,107	$2,237,189
2	SPG	Simon Property Group Inc. This page	9,990	$2,234,263
3	FCPT	Four Corners Property Trust, Inc.	13,209	$324,280

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,234,263	9,990	+0.2%	Shares	Sole	2026-08-11
2026-03-31	$1,859,144	9,967	-1.0%	Shares	Sole	2026-05-08
2025-12-31	$1,864,427	10,072	-1.1%	Shares	Sole	2026-01-28
2025-09-30	$1,910,855	10,182	+1.1%	Shares	Sole	2025-11-03
2025-06-30	$1,618,853	10,070	+1.1%	Shares	Sole	2025-08-12
2025-03-31	$1,654,987	9,965	+0.1%	Shares	Sole	2025-05-05
2024-12-31	$1,715,211	9,960	-0.2%	Shares	Sole	2025-02-10
2024-09-30	$1,686,819	9,980	+0.6%	Shares	Sole	2024-11-12
2024-06-30	$1,505,856	9,920	-1.1%	Shares	Sole	2024-08-08
2024-03-31	$1,569,907	10,032	+3.2%	Shares	Sole	2024-05-06
2023-12-31	$1,386,746	9,722	+13.8%	Shares	Sole	2024-02-12
2023-09-30	$922,792	8,542	-2.2%	Shares	Sole	2023-11-13
2023-06-30	$1,008,948	8,737	+0.7%	Shares	Sole	2023-08-11
2023-03-31	$971,563	8,677	+9.2%	Shares	Sole	2023-04-21
2022-12-31	$933,613	7,947	+24.2%	Shares	Sole	2023-02-03
2022-09-30	$574,130	6,397	+16.3%	Shares	Sole	2022-10-18
2022-06-30	$522,249	5,502	+11.0%	Shares	Sole	2022-08-12
2022-03-31	$652,142	4,957	+6.3%	Shares	Sole	2022-05-11
2021-12-31	$744,847	4,662	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.