Michels Family Financial, LLC
Position in SPG — Simon Property Group Inc.
CIK 2053733
FORT WORTH, TX
Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$942,684
+$164,108 QoQ
Shares Held
4,215
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#632
of 1,353 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Michels Family Financial, LLC holds $942,684 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
4,215 | $942,684 |
All Filings in SPG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $942,684 | 4,215 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $778,576 | 4,174 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $786,347 | 4,248 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $813,174 | 4,333 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $718,757 | 4,471 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $756,660 | 4,556 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $764,440 | 4,439 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||