SEC 13F Intelligence

Sam Advisors, LLC / SPG

Sam Advisors, LLC’s Simon Ppty Group Inc New Position

Does Sam Advisors, LLC own Simon Ppty Group Inc New (SPG)? Yes22.0K shares worth $4M (+1.29% of its 13F portfolio) as of Q1 2026, up from 21.7K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
22.0K
% of Portfolio
+1.29%
Quarters Held
18
currently held

Position History SPG

Reported value by quarter
Q3 ’21: $4MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $2,725Q1 ’23: $2MQ1 ’23Q2 ’23: $3MQ3 ’23: $3MQ1 ’24: $4MQ1 ’24Q2 ’24: $3MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.0K$4M+1.29%
Q4 202521.7K$4M+1.27%
Q3 202521.7K$4M+1.31%
Q2 202521.6K$3M+1.20%
Q1 202521.0K$3M+1.30%
Q4 202421.5K$4M+1.34%
Q3 202422.0K$4M+1.36%
Q2 202422.4K$3M+1.23%
Q1 202422.6K$4M+1.29%
Q3 202323.3K$3M+1.09%
Q2 202323.5K$3M+1.13%
Q1 202321.7K$2M+1.09%
Q4 202223.2K$2,725+1.20%
Q3 202223.9K$2M+1.05%
Q2 202220.6K$2M+0.99%
Q1 202219.3K$3M+1.10%
Q4 202118.5K$3M+1.35%
Q3 202129.1K$4M+1.86%

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