INTECH INVESTMENT MANAGEMENT LLC
Position in SPG — Simon Property Group Inc.
CIK 1086318
WEST PALM BEACH, FL
Position in SPG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,548,372
+$3,666 QoQ
Shares Held
13,662
-0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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 Mar 31, 2026INTECH INVESTMENT MANAGEMENT LLC holds $20,554,147 across 20 REIT - Retail names. SPG ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
81,344 | $4,976,625 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
13,662 | $2,548,372 | |
| 3 | EPRT |
Essential Properties Realty Trust, Inc.
|
51,433 | $1,561,505 | |
| 4 | WSR |
Whitestone REIT
|
75,679 | $1,222,215 | |
| 5 | REG |
Regency Centers Corp
|
15,662 | $1,184,986 | |
| 6 | KRG |
Kite Realty Group Trust
|
46,643 | $1,145,085 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
28,001 | $1,047,797 | |
| 8 | MAC |
Macerich Co
|
55,041 | $1,040,274 |
All Filings in SPG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,548,372 | 13,662 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,544,706 | 13,747 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $4,067,371 | 21,673 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,736,720 | 35,685 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,302,269 | 31,926 | Shares | Defined | 2025-05-20 | |
| 2024-12-31 | $5,055,052 | 29,354 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $5,305,198 | 31,388 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $3,932,226 | 25,904 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,637,198 | 10,462 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $2,562,242 | 17,963 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $2,774,210 | 25,680 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $2,856,628 | 24,737 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $8,036,310 | 71,772 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $8,995,443 | 76,570 | Shares | Sole | 2024-10-18 | |
| 2022-09-30 | $13,577,559 | 151,282 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $8,718,402 | 91,850 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||