Position in SPG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$404,135
+$86,288 QoQ
Shares Held
1,807
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#848
of 1,358 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CATALYST FINANCIAL PARTNERS LLC holds $834,075 across 2 REIT - Retail names. SPG ranks #2 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
6,939 | $429,940 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
1,807 | $404,135 |
All Filings in SPG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,135 | 1,807 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $317,847 | 1,704 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $293,954 | 1,588 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $290,888 | 1,550 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $243,712 | 1,516 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $241,480 | 1,454 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $248,326 | 1,442 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $228,515 | 1,352 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $201,590 | 1,328 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||