BRADLEY FOSTER & SARGENT INC/CT
Position in SPG — Simon Property Group Inc.
CIK 1015086
HARTFORD, CT
Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,024,093
+$146,097 QoQ
Shares Held
4,579
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#616
of 1,353 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026BRADLEY FOSTER & SARGENT INC/CT holds $20,134,973 across 2 REIT - Retail names. SPG ranks #2 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
308,439 | $19,110,880 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
4,579 | $1,024,093 |
All Filings in SPG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,024,093 | 4,579 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $877,996 | 4,707 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $850,210 | 4,593 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $475,743 | 2,535 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $430,033 | 2,675 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $421,012 | 2,535 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $482,704 | 2,803 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $445,874 | 2,638 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $400,448 | 2,638 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $412,820 | 2,638 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $497,956 | 3,491 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $384,910 | 3,563 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $411,455 | 3,563 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $384,952 | 3,438 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $403,896 | 3,438 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $304,073 | 3,388 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $380,439 | 4,008 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $382,839 | 2,910 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $495,446 | 3,101 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $377,042 | 2,901 | Shares | Sole | 2021-11-10 | |
| 2020-03-31 | $585,685 | 10,676 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||