Position in SPG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$157,002
+$26,058 QoQ
Shares Held
702
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,099
of 1,353 holders
Holding Since
Sep 2021
18 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, 2026MONTAG A & ASSOCIATES INC holds $532,396 across 6 REIT - Retail names. SPG ranks #3 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
3,613 | $168,112 | |
| 2 | O |
Realty Income Corp
|
2,580 | $159,856 | |
| 3 | SPG |
Simon Property Group Inc.
This page
|
702 | $157,002 | |
| 4 | FRT |
Federal Realty Investment Trust
|
240 | $29,625 | |
| 5 | FCPT |
Four Corners Property Trust, Inc.
|
467 | $11,464 | |
| 6 | KIM |
Kimco Realty Corp
|
250 | $6,337 |
All Filings in SPG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,002 | 702 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $130,944 | 702 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $129,947 | 702 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $135,122 | 720 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $112,853 | 702 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $116,588 | 702 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $120,891 | 702 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $118,652 | 702 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $106,563 | 702 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $109,855 | 702 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $100,133 | 702 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $75,837 | 702 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $81,066 | 702 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $78,602 | 702 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $82,470 | 702 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $63,004 | 702 | Shares | Sole | 2022-11-09 | |
| 2021-12-31 | $1,597 | 10 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,299 | 10 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||