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Disclosery

Grassi Investment Management: SPG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grassi Investment Management on SPG, newest first. How the timeline and the estimate are built.

Grassi Investment Management held 20,798 SPG shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 20,798 shares
    Change vs previous 13F -1,245 shares

    0.27% of the 13F portfolio, value $3,343,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 22,043 shares
    Change vs previous 13F +55 shares

    0.34% of the 13F portfolio, value $3,661,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F/A 21,988 shares
    Change vs previous 13F -146 shares

    0.32% of the 13F portfolio, value $3,787,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 22,134 shares
    Change vs previous 13F -45 shares

    0.32% of the 13F portfolio, value $3,741,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 22,179 shares
    Change vs previous 13F -891 shares

    0.3% of the 13F portfolio, value $3,367,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 23,070 shares
    Change vs previous 13F -146 shares

    0.33% of the 13F portfolio, value $3,610,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 23,216 shares
    Change vs previous 13F -919 shares

    0.35% of the 13F portfolio, value $3,312,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 24,135 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,607,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).