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CX Institutional

SEC CIK
0001737089
Latest filing
Oct 2, 2026

SPG holding history

Simon Property Group Inc. in every 13F filed by CX Institutional, 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 Q3 2026 holdings

Shares (Q3 2026)
2,099
Value
$421.0K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of SPG by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20262,099$421.0K<0.1%−118−5.3%ReducedHolders
Q2 20262,217$496.0K<0.1%+312+16.4%AddedHolders
Q1 20261,905$355.0K<0.1%−77−3.9%ReducedHolders
Q4 20251,982$367.0K<0.1%+275+16.1%AddedHolders
Q3 20251,707$320.0K<0.1%+53+3.2%AddedHolders
Q2 20251,654$266.0K<0.1%+313+23.3%AddedHolders
Q1 20251,341$223.0K<0.1%−10−0.7%ReducedHolders
Q4 20241,351$232.7K<0.1%+1,351NewHolders
Q3 20220$00.0%−597−100.0%Sold outHolders
Q2 2022597$57.0K<0.1%+597NewHolders
Q4 20210$00.0%−682−100.0%Sold outHolders
Q3 2021682$89.0K<0.1%+65+10.5%AddedHolders
Q2 2021617$81.0K<0.1%+184+42.5%AddedHolders
Q1 2021433$49.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.