MOODY LYNN LIEBERSON & WALKER, LLC
Position in SPG — Simon Property Group Inc.
CIK 938592
BOSTON, MA
Position in SPG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$559,348
+$87,987 QoQ
Shares Held
2,501
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#762
of 1,353 holders
Holding Since
Dec 2020
23 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, 2026MOODY LYNN LIEBERSON & WALKER, LLC holds $559,348 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
|
2,501 | $559,348 |
All Filings in SPG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,348 | 2,501 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $471,361 | 2,527 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $467,772 | 2,527 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $474,054 | 2,526 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $406,079 | 2,526 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $415,200 | 2,500 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $430,525 | 2,500 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $422,550 | 2,500 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $379,500 | 2,500 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $391,225 | 2,500 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $356,600 | 2,500 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $272,775 | 2,525 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $291,587 | 2,525 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $282,724 | 2,525 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $293,700 | 2,500 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $224,375 | 2,500 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $237,300 | 2,500 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $328,900 | 2,500 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $468,765 | 2,934 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $324,925 | 2,500 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $326,200 | 2,500 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $284,425 | 2,500 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $213,200 | 2,500 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||