BAMCO INC /NY/

Position in SPG — Simon Property Group Inc.

CIK 1017918 NEW YORK, NY

Position in SPG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$30,974,798

-$15,819,158 QoQ

Shares Held

166,058

-34.3% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

BAMCO INC /NY/ holds $127,658,961 across 4 REIT - Retail names. SPG ranks #2 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAC	Macerich Co	4,084,693	$77,200,697
2	SPG	Simon Property Group Inc. This page	166,058	$30,974,798
3	EPRT	Essential Properties Realty Trust, Inc.	434,808	$13,200,770
4	ADC	Agree Realty Corp	83,347	$6,282,696

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,974,798	166,058	-34.3%	Shares	Defined	2026-05-15
2025-12-31	$46,793,956	252,790	+5.4%	Shares	Defined	2026-02-17
2025-09-30	$44,994,820	239,755	-0.5%	Shares	Defined	2025-11-14
2025-06-30	$38,733,192	240,938	+307.4%	Shares	Defined	2025-08-14
2025-03-31	$9,820,974	59,134	-5.9%	Shares	Defined	2025-05-15
2024-12-31	$10,820,643	62,834	+140.4%	Shares	Defined	2025-02-14
2024-09-30	$4,418,351	26,141	-39.3%	Shares	Defined	2024-11-14
2024-06-30	$6,538,785	43,075	-30.9%	Shares	Defined	2024-08-14
2024-03-31	$9,754,334	62,332	-2.8%	Shares	Defined	2024-05-15
2023-12-31	$9,147,788	64,132	+2.6%	Shares	Defined	2024-02-14
2022-12-31	$7,341,325	62,490	+253.6%	Shares	Defined	2023-02-14
2022-09-30	$1,586,241	17,674	-90.7%	Shares	Defined	2022-11-14
2022-03-31	$25,103,621	190,815	-49.3%	Shares	Defined	2022-05-13
2021-12-31	$60,075,756	376,014	-6.5%	Shares	Defined	2022-02-14
2021-09-30	$52,281,732	402,260	+4.8%	Shares	Defined	2021-11-12
2021-06-30	$50,070,395	383,740	+63.4%	Shares	Defined	2021-08-13
2021-03-31	$26,710,693	234,778	+1673.6%	Shares	Defined	2021-05-19
2020-12-31	$1,128,851	13,237	—	Shares	Defined	2021-02-12
No filing history on record for this holder in this stock.