Position in SPG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,242,925
+$538,240 QoQ
Shares Held
14,500
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#415
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, 2026INSPIRE TRUST CO, N.A. holds $5,349,565 across 2 REIT - Retail names. SPG ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
14,500 | $3,242,925 | |
| 2 | O |
Realty Income Corp
|
34,000 | $2,106,640 |
All Filings in SPG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,242,925 | 14,500 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,704,685 | 14,500 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,869,205 | 15,500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,908,885 | 15,500 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,491,780 | 15,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,325,120 | 14,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,152,625 | 12,500 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,112,750 | 12,500 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $1,745,700 | 11,500 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,192,453 | 7,620 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $385,128 | 2,700 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||