Yoffe Investment Management, LLC
Position in SPG — Simon Property Group Inc.
CIK 2056336
LEMOYNE, PA
Position in SPG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$756,607
+$125,577 QoQ
Shares Held
3,383
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#684
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, 2026Yoffe Investment Management, LLC holds $1,034,012 across 2 REIT - Retail names. SPG ranks #1 (73.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
3,383 | $756,607 | |
| 2 | KIM |
Kimco Realty Corp
|
10,943 | $277,405 |
All Filings in SPG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $756,607 | 3,383 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $631,030 | 3,383 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $626,227 | 3,383 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $634,887 | 3,383 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $543,851 | 3,383 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $561,848 | 3,383 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $582,586 | 3,383 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||