ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
BankPosition in SPG — Simon Property Group Inc.
CIK 109380
SALT LAKE CITY, UT
Position in SPG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$129,046
+$35,408 QoQ
Shares Held
577
+14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,110
of 1,353 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ holds $7,354,059 across 17 REIT - Retail names. SPG ranks #3 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
181,982 | $4,613,243 | |
| 2 | O |
Realty Income Corp
|
40,979 | $2,539,058 | |
| 3 | SPG |
Simon Property Group Inc.
This page
|
577 | $129,046 | |
| 4 | FRT |
Federal Realty Investment Trust
|
155 | $19,133 | |
| 5 | KRG |
Kite Realty Group Trust
|
298 | $8,457 | |
| 6 | UE |
Urban Edge Properties
|
357 | $8,168 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
204 | $7,221 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
245 | $6,014 |
All Filings in SPG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,046 | 577 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $93,638 | 502 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $154,566 | 835 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $119,545 | 637 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $83,434 | 519 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $80,714 | 486 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||