RICHARDSON FINANCIAL SERVICES INC.
Position in SPG — Simon Property Group Inc.
CIK 2012303
MEDWAY, MA
Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$75,370
+$19,038 QoQ
Shares Held
337
+11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,137
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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $140,479 across 4 REIT - Retail names. SPG ranks #1 (53.7% of the industry book) .
All Filings in SPG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,370 | 337 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $56,332 | 302 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $54,052 | 292 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $49,169 | 262 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $27,972 | 174 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $28,399 | 171 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $10,332 | 60 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $20,282 | 120 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $18,216 | 120 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $18,778 | 120 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $22,822 | 160 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||