Position in SPG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,710,638
+$449,895 QoQ
Shares Held
12,120
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#445
of 1,353 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CCM INVESTMENT ADVISERS LLC holds $2,710,638 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
|
12,120 | $2,710,638 |
All Filings in SPG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,710,638 | 12,120 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,260,743 | 12,120 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $2,243,533 | 12,120 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,285,820 | 12,180 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,002,265 | 12,455 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,074,339 | 12,490 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,311,919 | 13,425 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2,271,628 | 13,440 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,040,192 | 13,440 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,103,225 | 13,440 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $2,023,348 | 14,185 | Shares | Sole | 2024-03-05 | |
| No filing history on record for this holder in this stock. | ||||||