Sage Investment Advisers LLC

Position in SPG — Simon Property Group Inc.

CIK 1925418 WAPPINGERS FALLS, NY

Position in SPG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$560,243

+$93,918 QoQ

Shares Held

2,505

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#763

of 1,358 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Sage Investment Advisers LLC holds $978,720 across 2 REIT - Retail names. SPG ranks #1 (57.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPG	Simon Property Group Inc. This page	2,505	$560,243
2	O	Realty Income Corp	6,754	$418,477

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$560,243	2,505	+0.2%	Shares	Sole	2026-07-09
2026-03-31	$466,325	2,500	+0.2%	Shares	Sole	2026-04-10
2025-12-31	$461,849	2,495	-14.2%	Shares	Sole	2026-02-10
2024-09-30	$491,341	2,907	+0.1%	Shares	Sole	2024-11-04
2024-06-30	$440,675	2,903	+0.2%	Shares	Sole	2024-07-15
2024-03-31	$453,195	2,896	-1.2%	Shares	Sole	2024-04-15
2023-12-31	$417,935	2,930	-14.1%	Shares	Sole	2024-02-06
2023-09-30	$368,490	3,411	0.0%	Shares	Sole	2023-10-10
2023-06-30	$393,902	3,411	-11.6%	Shares	Sole	2023-08-09
2023-03-31	$431,868	3,857	+0.2%	Shares	Sole	2023-04-10
2022-12-31	$452,063	3,848	+2.9%	Shares	Sole	2023-02-13
2022-09-30	$335,575	3,739	+6.0%	Shares	Sole	2022-11-14
2022-06-30	$334,877	3,528	+10.1%	Shares	Sole	2022-08-15
2022-03-31	$421,518	3,204	+4.7%	Shares	Sole	2022-05-10
2021-12-31	$488,896	3,060	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.