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Ethic Inc.

SEC CIK
0001780570
Latest filing
Jul 29, 2026

SPG holding history

Simon Property Group Inc. in every 13F filed by Ethic Inc., 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)
51,724
Value
$11.6M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SPG by Ethic Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651,724$11.6M0.1%−4,604−8.2%ReducedHolders
Q1 202656,328$10.5M0.2%+1,840+3.4%AddedHolders
Q4 202554,488$10.1M0.2%−683−1.2%ReducedHolders
Q3 202555,171$10.4M0.2%+3,844+7.5%AddedHolders
Q2 202551,327$8.24M0.1%−1,886−3.5%ReducedHolders
Q1 202553,213$8.86M0.2%+737+1.4%AddedHolders
Q4 202452,476$9.04M0.2%+11,095+26.8%AddedHolders
Q3 202441,381$6.48M0.2%−11,909−22.3%ReducedHolders
Q2 202453,290$8.09M0.2%+11,909+28.8%AddedHolders
Q1 202441,381$6.48M0.2%+2,239+5.7%AddedHolders
Q4 202339,142$5.58M0.2%+5,569+16.6%AddedHolders
Q3 202333,573$3.63M0.1%−3,318−9.0%ReducedHolders
Q2 202336,891$4.26M0.2%+3,352+10.0%AddedHolders
Q1 202333,539$3.76M0.2%+8,067+31.7%AddedHolders
Q4 202225,472$2.99M0.2%+8,555+50.6%AddedHolders
Q3 202216,917$1.52M0.1%−1,895−10.1%ReducedHolders
Q2 202218,812$1.79M0.1%+1,089+6.1%AddedHolders
Q1 202217,723$2.33M0.2%+1,953+12.4%AddedHolders
Q4 202115,770$2.52M0.2%+2,808+21.7%AddedHolders
Q3 202112,962$1.69M0.2%+2,596+25.0%AddedHolders
Q2 202110,366$1.35M0.2%+2,941+39.6%AddedHolders
Q1 20217,425$845.0K0.2%––Holders

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