CALDWELL SUTTER CAPITAL, INC.

Position in SPG — Simon Property Group Inc.

CIK 702007 SAUSALITO, CA

Position in SPG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$149,174

+$28,676 QoQ

Shares Held

667

+3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,101

of 1,353 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $426,244 across 4 REIT - Retail names. SPG ranks #2 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	4,199	$260,170
2	SPG	Simon Property Group Inc. This page	667	$149,174
3	NNN	Nnn REIT, Inc.	318	$14,796
4	KIM	Kimco Realty Corp	83	$2,104

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$149,174	667	+3.3%	Shares	Sole	2026-08-05
2026-03-31	$120,498	646	+3.2%	Shares	Sole	2026-05-06
2025-12-31	$115,878	626	+9.2%	Shares	Sole	2026-01-30
2025-09-30	$107,534	573	-2.6%	Shares	Sole	2025-10-29
2025-06-30	$94,526	588	+6.1%	Shares	Sole	2025-07-11
2025-03-31	$92,008	554	+1.3%	Shares	Sole	2025-04-16
2024-12-31	$94,198	547	+1.9%	Shares	Sole	2025-01-21
2024-09-30	$90,763	537	+9.4%	Shares	Sole	2024-10-25
2024-06-30	$74,533	491	0.0%	Shares	Sole	2024-07-23
2024-03-31	$76,836	491	0.0%	Shares	Sole	2024-04-19
2023-12-31	$70,036	491	0.0%	Shares	Sole	2024-01-19
2023-09-30	$53,042	491	+37.9%	Shares	Sole	2023-10-25
2023-06-30	$41,110	356	+16.0%	Shares	Sole	2023-07-19
2023-03-31	$34,374	307	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.