Position in SPG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$36,914,998
-$5,504,721 QoQ
Shares Held
165,057
-27.4% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#151
of 1,360 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, 2026TD Asset Management Inc holds $88,909,899 across 8 REIT - Retail names. SPG ranks #1 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
165,057 | $36,914,998 | |
| 2 | O |
Realty Income Corp
|
456,990 | $28,315,100 | |
| 3 | CURB |
Curbline Properties Corp.
|
216,932 | $6,594,732 | |
| 4 | NNN |
Nnn REIT, Inc.
|
107,231 | $4,989,458 | |
| 5 | REG |
Regency Centers Corp
|
60,936 | $4,859,036 | |
| 6 | KIM |
Kimco Realty Corp
|
170,692 | $4,327,042 | |
| 7 | FRT |
Federal Realty Investment Trust
|
15,883 | $1,960,597 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
22,800 | $948,936 |
All Filings in SPG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,914,998 | 165,057 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $42,419,719 | 227,415 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $28,451,406 | 153,700 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $31,837,651 | 169,647 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $22,967,780 | 142,870 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $23,130,625 | 139,274 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $21,659,540 | 125,774 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $20,614,186 | 121,963 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $18,874,052 | 124,335 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $19,192,402 | 122,643 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $16,964,602 | 118,933 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,780,239 | 109,046 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $13,060,902 | 113,101 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,596,960 | 112,503 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $12,763,378 | 108,643 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $9,564,657 | 106,570 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $10,000,391 | 105,356 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $14,428,316 | 109,671 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $17,652,667 | 110,488 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $15,052,345 | 115,814 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $15,327,224 | 117,468 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $13,213,816 | 116,145 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $9,850,607 | 115,509 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,015,839 | 108,470 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $5,167,681 | 75,573 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,736,082 | 141,015 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||