PARK AVENUE SECURITIES LLC
Broker-DealerPosition in SPG — Simon Property Group Inc.
CIK 1071640
NEW YORK, NY
Position in SPG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,136,467
-$514,671 QoQ
Shares Held
14,024
-28.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#421
of 1,353 holders
Holding Since
Mar 2021
21 quarters on record
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026PARK AVENUE SECURITIES LLC holds $8,005,255 across 9 REIT - Retail names. SPG ranks #1 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
14,024 | $3,136,467 | |
| 2 | O |
Realty Income Corp
|
31,173 | $1,931,479 | |
| 3 | ALX |
Alexanders Inc
|
2,672 | $736,296 | |
| 4 | ADC |
Agree Realty Corp
|
6,600 | $499,884 | |
| 5 | KIM |
Kimco Realty Corp
|
19,642 | $497,924 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
10,980 | $388,692 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
11,924 | $375,963 | |
| 8 | FRT |
Federal Realty Investment Trust
|
1,788 | $220,710 |
All Filings in SPG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,136,467 | 14,024 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,651,138 | 19,574 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,672,767 | 19,841 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $3,529,885 | 18,809 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,829,858 | 17,603 | Shares | Sole | 2025-07-14 | |
| 2024-12-31 | $2,138,848 | 12,420 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,087,227 | 12,349 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $2,113,359 | 13,922 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $2,219,967 | 14,186 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,935,482 | 13,569 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,529,920 | 14,162 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,719,150 | 14,887 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,538,579 | 13,741 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,506,446 | 12,823 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,135,517 | 12,652 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,303,536 | 13,733 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,413,349 | 10,743 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $669,276 | 4,189 | Shares | Sole | 2022-04-08 | |
| 2021-09-30 | $476,080 | 3,663 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $410,490 | 3,146 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $264,742 | 2,327 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||