Position in SPG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,359,426
+$1,232,662 QoQ
Shares Held
32,906
+0.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#310
of 1,353 holders
Holding Since
Jun 2020
25 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, 2026D.A. DAVIDSON & CO. holds $24,508,430 across 7 REIT - Retail names. SPG ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
211,180 | $13,084,712 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
32,906 | $7,359,426 | |
| 3 | KIM |
Kimco Realty Corp
|
116,052 | $2,941,918 | |
| 4 | SKT |
Tanger Inc.
|
8,805 | $347,533 | |
| 5 | NNN |
Nnn REIT, Inc.
|
6,525 | $303,608 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
7,901 | $263,577 | |
| 7 | KRG |
Kite Realty Group Trust
|
7,317 | $207,656 |
All Filings in SPG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,359,426 | 32,906 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,126,764 | 32,846 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,573,847 | 30,111 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,492,725 | 29,268 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,739,204 | 29,480 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,796,224 | 28,879 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $5,037,314 | 29,251 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,791,717 | 28,350 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,370,322 | 28,790 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,395,647 | 28,089 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,000,338 | 28,045 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,975,254 | 27,541 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,943,931 | 25,493 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,527,050 | 22,569 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,116,284 | 18,014 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,542,264 | 17,184 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,174,824 | 12,377 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,449,659 | 11,019 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,569,740 | 9,825 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,254,340 | 9,651 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,215,682 | 9,317 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,015,624 | 8,927 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $802,399 | 9,409 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $563,492 | 8,712 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $605,641 | 8,857 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||