Position in SPG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$175,941,201
+$32,642,331 QoQ
Shares Held
786,681
+2.4% QoQ
Ownership
0.243%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#54
of 1,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026BESSEMER GROUP INC holds $250,253,192 across 23 REIT - Retail names. SPG ranks #1 (70.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
786,681 | $175,941,201 | |
| 2 | MAC |
Macerich Co
|
1,087,204 | $27,384,073 | |
| 3 | CURB |
Curbline Properties Corp.
|
809,240 | $24,598,554 | |
| 4 | NTST |
NETSTREIT Corp.
|
397,315 | $8,393,830 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
188,495 | $7,845,161 | |
| 6 | ALX |
Alexanders Inc
|
14,349 | $3,954,010 | |
| 7 | O |
Realty Income Corp
|
11,268 | $698,161 | |
| 8 | KIM |
Kimco Realty Corp
|
23,757 | $601,046 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,941,201 | 786,681 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $143,298,870 | 768,235 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $113,435,032 | 612,798 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $183,680,693 | 978,743 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $159,527,768 | 992,335 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $164,492,272 | 990,440 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $181,831,713 | 1,055,872 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $152,609,337 | 902,907 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $133,114,632 | 876,908 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $137,702,118 | 879,942 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $123,657,608 | 866,921 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $91,900,145 | 850,691 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $97,696,075 | 846,000 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $94,367,192 | 842,790 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $98,007,684 | 834,250 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $61,810,552 | 688,697 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $63,882,960 | 673,019 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $85,368,754 | 648,896 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $163,132,995 | 1,021,049 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $109,727,558 | 844,253 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $109,326,058 | 837,876 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $91,743,897 | 806,398 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $54,071,612 | 634,048 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $151,285 | 2,339 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $139,563 | 2,041 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $52,720 | 961 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||