Position in SPG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$400,780
+$68,384 QoQ
Shares Held
1,792
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#850
of 1,353 holders
Holding Since
Mar 2024
10 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, 2026PDS Planning, Inc holds $773,717 across 2 REIT - Retail names. SPG ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,792 | $400,780 | |
| 2 | O |
Realty Income Corp
|
6,019 | $372,937 |
All Filings in SPG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,780 | 1,792 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $332,396 | 1,782 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $324,868 | 1,755 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $324,856 | 1,731 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $270,398 | 1,682 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $259,915 | 1,565 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $250,221 | 1,453 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $244,402 | 1,446 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $212,064 | 1,397 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $205,627 | 1,314 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||