Synergy Investment Management, LLC

Position in SPG — Simon Property Group Inc.

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in SPG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$46,966

+$29,806 QoQ

Shares Held

210

+128.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,168

of 1,352 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 21% Shared 0% None 79%

Real Estate · as of Jun 30, 2026

Synergy Investment Management, LLC holds $101,509 across 3 REIT - Retail names. SPG ranks #1 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	210	$46,966
2	FCPT	Four Corners Property Trust, Inc.	1,770	$43,453
3	O	Realty Income Corp	179	$11,090

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,966	210	+128.3%	Shares	Other	2026-08-14
2026-03-31	$17,160	92	+109.1%	Shares	Sole	2026-05-15
2025-03-31	$7,307	44	—	Shares	Sole	2025-04-30
No filing history on record for this holder in this stock.