Position in SPG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,368,290
+$370,355 QoQ
Shares Held
6,118
+14.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#567
of 1,353 holders
Holding Since
Dec 2023
11 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, 2026Compound Planning, Inc. holds $4,211,803 across 7 REIT - Retail names. SPG ranks #1 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
6,118 | $1,368,290 | |
| 2 | O |
Realty Income Corp
|
13,299 | $824,005 | |
| 3 | KIM |
Kimco Realty Corp
|
22,917 | $580,945 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
14,473 | $456,333 | |
| 5 | REG |
Regency Centers Corp
|
5,020 | $400,294 | |
| 6 | FRT |
Federal Realty Investment Trust
|
2,951 | $364,270 | |
| 7 | NNN |
Nnn REIT, Inc.
|
4,678 | $217,666 |
All Filings in SPG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,368,290 | 6,118 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $997,935 | 5,350 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $943,135 | 5,095 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $864,220 | 4,605 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $886,752 | 5,516 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,107,255 | 6,667 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,050,825 | 6,102 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $968,315 | 5,729 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $755,508 | 4,977 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $656,632 | 4,196 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $384,272 | 2,694 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||