Cascade Financial Partners, LLC
Position in SPG — Simon Property Group Inc.
CIK 2021208
SAN DIEGO, CA
Position in SPG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,254,168
+$710,260 QoQ
Shares Held
10,079
+21.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#472
of 1,353 holders
Holding Since
Dec 2024
7 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, 2026Cascade Financial Partners, LLC holds $3,751,865 across 2 REIT - Retail names. SPG ranks #1 (60.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
10,079 | $2,254,168 | |
| 2 | O |
Realty Income Corp
|
24,172 | $1,497,697 |
All Filings in SPG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,254,168 | 10,079 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,543,908 | 8,277 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,439,600 | 7,777 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $866,097 | 4,615 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $706,218 | 4,393 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $699,030 | 4,209 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $214,918 | 1,248 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||