Position in SPG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$127,704
+$21,382 QoQ
Shares Held
571
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,115
of 1,358 holders
Holding Since
Sep 2022
16 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, 2026PFS Partners, LLC holds $136,502 across 2 REIT - Retail names. SPG ranks #1 (93.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
571 | $127,704 | |
| 2 | O |
Realty Income Corp
|
142 | $8,798 |
All Filings in SPG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,704 | 571 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $106,322 | 570 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $105,512 | 570 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $106,784 | 569 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $91,311 | 568 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $83,040 | 500 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $86,105 | 500 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $84,510 | 500 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $75,900 | 500 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $78,245 | 500 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $71,320 | 500 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $54,015 | 500 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $57,740 | 500 | Shares | Sole | 2023-12-01 | |
| 2023-03-31 | $55,985 | 500 | Shares | Sole | 2023-12-01 | |
| 2022-12-31 | $58,740 | 500 | Shares | Sole | 2023-12-01 | |
| 2022-09-30 | $44,875 | 500 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||