Callan Family Office, LLC

Family Office

Position in SPG — Simon Property Group Inc.

CIK 1938970 RADNOR, PA

Position in SPG

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

Position Value

$2,557,214

+$470,317 QoQ

Shares Held

11,434

+2.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#455

of 1,358 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Callan Family Office, LLC holds $6,201,338 across 8 REIT - Retail names. SPG ranks #1 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	11,434	$2,557,214
2	O	Realty Income Corp	23,657	$1,465,787
3	SITC	SITE Centers Corp.	151,185	$600,204
4	REG	Regency Centers Corp	6,366	$507,624
5	GTY	Getty Realty Corp /Md/	10,361	$345,642
6	FRT	Federal Realty Investment Trust	2,135	$263,544
7	ADC	Agree Realty Corp	3,278	$248,275
8	BRX	Brixmor Property Group Inc.	6,757	$213,048

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,557,214	11,434	+2.2%	Shares	Sole	2026-08-11
2026-03-31	$2,086,897	11,188	-1.0%	Shares	Sole	2026-05-13
2025-12-31	$2,092,483	11,304	+119.0%	Shares	Sole	2026-02-12
2025-09-30	$968,752	5,162	-17.7%	Shares	Sole	2025-11-04
2025-06-30	$1,008,125	6,271	+218.0%	Shares	Sole	2025-07-24
2025-03-31	$327,509	1,972	-49.5%	Shares	Sole	2025-05-13
2024-12-31	$672,480	3,905	+143.6%	Shares	Sole	2025-02-07
2024-09-30	$270,939	1,603	-2.4%	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.