SEC 13F Intelligence

Corda Investment Management, LLC. / SPG

Corda Investment Management, LLC.’s Simon Ppty Group Inc New Position

Does Corda Investment Management, LLC. own Simon Ppty Group Inc New (SPG)? Yes201.1K shares worth $38M (+2.59% of its 13F portfolio) as of Q1 2026, down from 205.5K shares the prior filed quarter.

Position Value
$38M
Q1 2026
Shares
201.1K
% of Portfolio
+2.59%
Quarters Held
30
currently held

Position History SPG

Reported value by quarter
Q4 ’18: $18MQ4 ’18Q1 ’19: $20MQ2 ’19: $18MQ3 ’19: $19MQ4 ’19: $19MQ4 ’19Q1 ’20: $8MQ2 ’20: $13MQ3 ’20: $11MQ4 ’20: $14MQ4 ’20Q1 ’21: $20MQ2 ’21: $23MQ3 ’21: $23MQ4 ’21: $29MQ4 ’21Q1 ’22: $24MQ2 ’22: $20MQ3 ’22: $20MQ4 ’22: $27MQ4 ’22Q1 ’23: $26MQ2 ’23: $27MQ3 ’23: $26MQ4 ’23: $34MQ4 ’23Q1 ’24: $37MQ2 ’24: $35MQ3 ’24: $37MQ4 ’24: $37MQ4 ’24Q1 ’25: $35MQ2 ’25: $34MQ3 ’25: $39MQ4 ’25: $38MQ4 ’25Q1 ’26: $38Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026201.1K$38M+2.59%
Q4 2025205.5K$38M+2.77%
Q3 2025208.8K$39M+2.76%
Q2 2025211.5K$34M+2.50%
Q1 2025212.6K$35M+2.81%
Q4 2024216.8K$37M+2.98%
Q3 2024221.4K$37M+2.92%
Q2 2024229.0K$35M+2.83%
Q1 2024233.3K$37M+2.90%
Q4 2023238.3K$34M+2.85%
Q3 2023240.8K$26M+2.36%
Q2 2023237.8K$27M+2.15%
Q1 2023231.6K$26M+2.07%
Q4 2022228.2K$27M+2.18%
Q3 2022223.8K$20M+1.80%
Q2 2022214.6K$20M+1.73%
Q1 2022183.3K$24M+1.87%
Q4 2021181.1K$29M+2.27%
Q3 2021179.9K$23M+2.03%
Q2 2021176.7K$23M+1.98%
Q1 2021174.7K$20M+1.80%
Q4 2020169.2K$14M+1.45%
Q3 2020165.9K$11M+1.17%
Q2 2020194.7K$13M+1.53%
Q1 2020151.3K$8M+1.04%
Q4 2019129.5K$19M+2.07%
Q3 2019120.4K$19M+2.05%
Q2 2019113.7K$18M+1.97%
Q1 2019110.2K$20M+2.32%
Q4 2018108.1K$18M+2.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Corda Investment Management, LLC.’s full portfolio or all institutional holders of SPG.