SIMON PROPERTY GR 5.5 33 DUE 03/08/33 CORPORATE BONDS

SIMON PROPERTY GR 5.5 33 DUE 03/08/33 CORPORATE BONDS is a security (CUSIP 828807DU8) tracked across SEC portfolio filings. 2 institutional managers reported $21K on Form 13F as of 2026-06-30; 5 registered fund positions totaling $7.8M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

ManagerLocationValueShares
Financial Gravity Asset Management, Inc.Lakeway, TX$10K10,000
Financial Gravity Companies, Inc.Lakeway, TX$10K10,000

Top fund holders (N-PORT)

FundRegistrantValue% of fund
VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDVANGUARD BOND INDEX FUNDS$4.2M0.82%
Harbor Core Bond FundHARBOR FUNDS$2.7M16.46%
Pioneer Balanced ESG FundPioneer Series Trust IV$496K11.86%
State Farm Balanced FundAdvisers Investment Trust$259K0.99%
Core Fixed Income FundMORGAN STANLEY PATHWAY FUNDS$26K0.14%

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