OFI INVEST ASSET MANAGEMENT
Position in SPG — Simon Property Group Inc.
CIK 1977602
ISSY LES MOULINEAUX, I0
Position in SPG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$511,040
+$99,369 QoQ
Shares Held
2,285
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#778
of 1,358 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026OFI INVEST ASSET MANAGEMENT holds $911,232 across 2 REIT - Retail names. SPG ranks #1 (56.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
2,285 | $511,040 | |
| 2 | FRT |
Federal Realty Investment Trust
|
3,242 | $400,192 |
All Filings in SPG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,040 | 2,285 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $411,671 | 2,207 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $690,275 | 3,729 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $659,097 | 3,512 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $603,171 | 3,752 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $586,760 | 3,533 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $607,901 | 3,530 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $558,775 | 3,681 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $574,787 | 3,673 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $589,103 | 4,130 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $537,665 | 4,977 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $583,982 | 5,057 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,111 | 572,279 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||