Callan Family Office, LLC
Family OfficePosition in SPG — Simon Property Group Inc.
CIK 1938970
RADNOR, PA
Position in SPG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,086,897
-$5,586 QoQ
Shares Held
11,188
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Callan Family Office, LLC holds $5,460,512 across 6 REIT - Retail names. SPG ranks #1 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
11,188 | $2,086,897 | |
| 2 | O |
Realty Income Corp
|
24,219 | $1,481,718 | |
| 3 | SITC |
SITE Centers Corp.
|
152,156 | $821,642 | |
| 4 | REG |
Regency Centers Corp
|
6,168 | $466,670 | |
| 5 | GTY |
Getty Realty Corp /Md/
|
11,867 | $377,370 | |
| 6 | ADC |
Agree Realty Corp
|
3,001 | $226,215 |
All Filings in SPG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,086,897 | 11,188 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,092,483 | 11,304 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $968,752 | 5,162 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,008,125 | 6,271 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $327,509 | 1,972 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $672,480 | 3,905 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $270,939 | 1,603 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $249,407 | 1,643 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||