Caldwell Trust Co

Bank

Position in SPG — Simon Property Group Inc.

CIK 2080218 Venice, FL

Position in SPG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$137,544

+$134,747 QoQ

Shares Held

615

+4000.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,105

of 1,353 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Caldwell Trust Co holds $2,665,245 across 6 REIT - Retail names. SPG ranks #2 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KIM	Kimco Realty Corp	93,977	$2,382,316
2	SPG	Simon Property Group Inc. This page	615	$137,544
3	O	Realty Income Corp	1,688	$104,588
4	NNN	Nnn REIT, Inc.	552	$25,684
5	ADC	Agree Realty Corp	150	$11,361
6	IVT	InvenTrust Properties Corp.	106	$3,752

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$137,544	615	+4000.0%	Shares	Sole	2026-08-03
2026-03-31	$2,797	15	0.0%	Shares	Sole	2026-04-22
2025-12-31	$2,776	15	0.0%	Shares	Sole	2026-01-30
2025-09-30	$2,815	15	0.0%	Shares	Sole	2025-10-23
2025-06-30	$2,411	15	0.0%	Shares	Sole	2025-09-22
2025-03-31	$2,491	15	-62.5%	Shares	Sole	2025-09-23
2023-06-30	$4,619	40	+81.8%	Shares	Sole	2025-10-01
2021-06-30	$2,870	22	0.0%	Shares	Sole	2025-10-02
2021-03-31	$2,502	22	0.0%	Shares	Sole	2025-10-02
2020-12-31	$1,876	22	-89.2%	Shares	Sole	2025-10-02
2020-09-30	$13,130	203	-41.5%	Shares	Sole	2025-10-02
2020-06-30	$23,727	347	-26.8%	Shares	Sole	2025-10-02
2020-03-31	$26,003	474	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.