Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$258,986
+$41,679 QoQ
Shares Held
1,158
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#994
of 1,353 holders
Holding Since
Dec 2025
3 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, 2026COFG Advisors, LLC holds $1,702,672 across 2 REIT - Retail names. SPG ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
31,027 | $1,443,686 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
1,158 | $258,986 |
All Filings in SPG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,986 | 1,158 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $217,307 | 1,165 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $213,246 | 1,152 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||