Frank, Rimerman Advisors LLC

Position in SPG — Simon Property Group Inc.

CIK 1977560 Palo Alto, CA

Position in SPG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,684,308

+$285,520 QoQ

Shares Held

7,531

+0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#525

of 1,353 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $4,959,357 across 4 REIT - Retail names. SPG ranks #2 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	42,797	$2,651,702
2	SPG	Simon Property Group Inc. This page	7,531	$1,684,308
3	ADC	Agree Realty Corp	5,578	$422,477
4	NNN	Nnn REIT, Inc.	4,317	$200,870

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,684,308	7,531	+0.4%	Shares	Sole	2026-07-27
2026-03-31	$1,398,788	7,499	-0.0%	Shares	Sole	2026-04-29
2025-12-31	$1,388,695	7,502	+1.1%	Shares	Sole	2026-01-15
2025-09-30	$1,392,511	7,420	-0.7%	Shares	Sole	2025-11-04
2025-06-30	$1,201,681	7,475	-4.5%	Shares	Sole	2025-08-11
2025-03-31	$1,299,576	7,825	-2.6%	Shares	Sole	2025-05-12
2024-12-31	$1,383,018	8,031	+2.6%	Shares	Sole	2025-02-10
2024-09-30	$1,322,412	7,824	+0.5%	Shares	Sole	2024-10-24
2024-06-30	$1,181,459	7,783	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.