CASCADE INVESTMENT GROUP, INC.

Position in SPG — Simon Property Group Inc.

CIK 919447 Colorado Springs, CO

Position in SPG

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,801,663

+$446,722 QoQ

Shares Held

12,527

-0.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.07%

of 13F equity value

Holder Rank

#443

of 1,353 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

CASCADE INVESTMENT GROUP, INC. holds $2,801,663 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPG	Simon Property Group Inc. This page	12,527	$2,801,663

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,801,663	12,527	-0.8%	Shares	Sole	2026-07-23
2026-03-31	$2,354,941	12,625	-3.6%	Shares	Sole	2026-05-13
2025-12-31	$2,424,200	13,096	-3.7%	Shares	Sole	2026-01-22
2025-09-30	$2,552,875	13,603	-0.5%	Shares	Sole	2025-10-29
2025-06-30	$2,196,946	13,666	-0.6%	Shares	Sole	2025-07-24
2025-03-31	$2,282,935	13,746	-0.5%	Shares	Sole	2025-05-14
2024-12-31	$2,380,114	13,821	-1.8%	Shares	Sole	2025-01-16
2024-09-30	$2,378,280	14,071	0.0%	Shares	Sole	2024-10-15
2024-06-30	$2,135,977	14,071	-1.4%	Shares	Sole	2024-07-16
2024-03-31	$2,233,268	14,271	-2.9%	Shares	Sole	2024-05-15
2023-12-31	$2,096,950	14,701	+0.5%	Shares	Sole	2024-01-16
2023-09-30	$1,579,506	14,621	-1.5%	Shares	Sole	2023-10-18
2023-06-30	$1,714,416	14,846	-0.6%	Shares	Sole	2023-07-19
2023-03-31	$1,672,831	14,940	-1.5%	Shares	Sole	2023-04-14
2022-12-31	$1,781,584	15,165	—	Shares	Sole	2023-02-27
No filing history on record for this holder in this stock.