Position in SPG
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$753,700
+$126,773 QoQ
Shares Held
3,370
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#685
of 1,353 holders
Holding Since
Dec 2022
15 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, 2026JDM Financial Group LLC holds $754,381 across 2 REIT - Retail names. SPG ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
3,370 | $753,700 | |
| 2 | ADC |
Agree Realty Corp
|
9 | $681 |
All Filings in SPG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $753,700 | 3,370 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $626,927 | 3,361 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $620,118 | 3,350 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $717,274 | 3,822 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $539,671 | 3,357 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $425,663 | 2,563 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $439,996 | 2,555 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $450,607 | 2,666 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $563,633 | 3,713 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $578,230 | 3,695 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $525,771 | 3,686 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $396,902 | 3,674 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $424,273 | 3,674 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $408,242 | 3,646 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $549,806 | 4,680 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||