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Burney Co

SEC CIK
0000940445
Latest filing
Jul 14, 2026

SPG holding history

Simon Property Group Inc. in every 13F filed by Burney Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
14,554
Value
$3.26M
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of SPG by Burney Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,554$3.26M0.1%−6,878−32.1%ReducedHolders
Q1 202621,432$4.00M0.1%−3,462−13.9%ReducedHolders
Q4 202524,894$4.61M0.1%−11,231−31.1%ReducedHolders
Q3 202536,125$6.78M0.2%+10,553+41.3%AddedHolders
Q2 202525,572$4.11M0.1%+23,321+1,036.0%AddedHolders
Q1 20252,251$373.8K<0.1%00.0%UnchangedHolders
Q4 20242,251$387.6K<0.1%+674+42.7%AddedHolders
Q3 20241,577$266.5K<0.1%−104−6.2%ReducedHolders
Q2 20241,681$255.2K<0.1%+336+25.0%AddedHolders
Q1 20241,345$210.5K<0.1%+1,345NewHolders