# 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

- Issuer: SIMON PROPERTY GR 5.5 33            DUE 03/08/33
- Class: CORPORATE BONDS
- CUSIP: 828807DU8
- Asset category: DBT
- 13F holders: 2
- 13F value: $21K
- 13F period: 2026-06-30
- N-PORT fund positions: 5
- N-PORT value: $7.8M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| Financial Gravity Asset Management, Inc. | Lakeway, TX | $10K | 10,000 |
| Financial Gravity Companies, Inc. | Lakeway, TX | $10K | 10,000 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [VANGUARD INTERMEDIATE-TERM BOND INDEX FUND](https://search.stillhousedata.com/fund/S000002561) | VANGUARD BOND INDEX FUNDS | $4.2M | 0.82% |
| [Harbor Core Bond Fund](https://search.stillhousedata.com/fund/S000061981) | HARBOR FUNDS | $2.7M | 16.46% |
| [Pioneer Balanced ESG Fund](https://search.stillhousedata.com/fund/S000010109) | Pioneer Series Trust IV | $496K | 11.86% |
| [State Farm Balanced Fund](https://search.stillhousedata.com/fund/S000071158) | Advisers Investment Trust | $259K | 0.99% |
| [Core Fixed Income Fund](https://search.stillhousedata.com/fund/S000008437) | MORGAN STANLEY PATHWAY FUNDS | $26K | 0.14% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/828807DU8.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.