Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,074,435
+$1,567,523 QoQ
Shares Held
36,103
+3.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#297
of 1,353 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MAI Capital Management holds $30,524,655 across 6 REIT - Retail names. SPG ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
307,896 | $19,077,236 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
36,103 | $8,074,435 | |
| 3 | NNN |
Nnn REIT, Inc.
|
31,546 | $1,467,835 | |
| 4 | FRT |
Federal Realty Investment Trust
|
7,685 | $948,636 | |
| 5 | KRG |
Kite Realty Group Trust
|
22,734 | $645,190 | |
| 6 | KIM |
Kimco Realty Corp
|
12,281 | $311,323 |
All Filings in SPG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,074,435 | 36,103 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,506,912 | 34,884 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,410,174 | 34,629 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,395,605 | 34,079 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,486,899 | 34,131 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,539,930 | 33,357 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,720,643 | 33,219 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $447,564 | 2,648 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,008,711 | 6,645 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $980,409 | 6,265 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $764,978 | 5,363 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $474,467 | 4,392 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $449,101 | 3,889 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $544,174 | 4,860 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $666,111 | 5,670 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $291,149 | 3,244 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $358,892 | 3,781 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $488,876 | 3,716 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $573,414 | 3,589 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $486,997 | 3,747 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $480,557 | 3,683 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $414,350 | 3,642 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $449,937 | 5,276 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $323,464 | 5,001 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $250,475 | 3,663 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||