Davis Selected Advisers

Position in SPG — Simon Property Group Inc.

CIK 1036325 Tucson, AZ

Position in SPG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$11,029,970

+$1,618,040 QoQ

Shares Held

49,318

-2.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#254

of 1,358 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 36% Shared 0% None 64%

Real Estate · as of Jun 30, 2026

Davis Selected Advisers holds $41,096,391 across 4 REIT - Retail names. SPG ranks #2 (26.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRX	Brixmor Property Group Inc.	477,150	$15,044,539
2	SPG	Simon Property Group Inc. This page	49,318	$11,029,970
3	REG	Regency Centers Corp	116,340	$9,276,951
4	O	Realty Income Corp	92,720	$5,744,931

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,029,970	49,318	-2.3%	Shares	Sole	2026-08-11
2026-03-31	$9,411,930	50,458	-23.8%	Shares	Sole	2026-05-07
2025-12-31	$12,251,135	66,183	-13.7%	Shares	Sole	2026-02-02
2025-09-30	$14,400,482	76,733	+30.7%	Shares	Sole	2025-12-29
2025-06-30	$9,440,309	58,723	-13.7%	Shares	Sole	2025-08-08
2025-03-31	$11,298,920	68,033	-15.7%	Shares	Sole	2025-05-12
2024-12-31	$13,900,791	80,720	-3.4%	Shares	Sole	2025-02-07
2024-09-30	$14,126,691	83,580	-1.8%	Shares	Sole	2024-11-08
2024-06-30	$12,924,252	85,140	-20.9%	Shares	Sole	2024-08-07
2024-03-31	$16,839,888	107,610	-3.3%	Shares	Sole	2024-05-14
2023-12-31	$15,872,979	111,280	-13.2%	Shares	Sole	2024-02-12
2023-09-30	$13,841,883	128,130	-4.9%	Shares	Sole	2023-11-09
2023-06-30	$15,563,239	134,770	+2.8%	Shares	Sole	2023-08-09
2023-03-31	$14,680,386	131,110	+0.6%	Shares	Sole	2023-05-08
2022-12-31	$15,305,294	130,280	0.0%	Shares	Sole	2023-02-10
2022-09-30	$11,692,630	130,280	0.0%	Shares	Sole	2022-11-10
2022-06-30	$12,366,177	130,280	+0.2%	Shares	Sole	2022-08-11
2022-03-31	$17,101,484	129,990	-1.5%	Shares	Sole	2022-05-12
2021-12-31	$21,084,846	131,970	-11.2%	Shares	Sole	2022-02-11
2021-09-30	$19,305,743	148,540	-0.7%	Shares	Sole	2021-11-12
2021-06-30	$19,513,284	149,550	-2.2%	Shares	Sole	2021-08-13
2021-03-31	$17,389,744	152,850	+25.4%	Shares	Sole	2021-05-13
2020-12-31	$10,393,073	121,870	-0.1%	Shares	Sole	2021-02-12
2020-09-30	$7,887,726	121,950	-36.2%	Shares	Sole	2020-11-12
2020-06-30	$13,067,418	191,100	-35.2%	Shares	Sole	2020-08-12
2020-03-31	$16,190,283	295,120	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.