SUN LIFE FINANCIAL INC

Position in SPG — Simon Property Group Inc.

CIK 1097362 Toronto, A6

Position in SPG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,461,552

+$242,579 QoQ

Shares Held

6,535

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#551

of 1,353 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

SUN LIFE FINANCIAL INC holds $3,102,256 across 7 REIT - Retail names. SPG ranks #1 (47.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	6,535	$1,461,552
2	IVT	InvenTrust Properties Corp.	13,122	$464,518
3	PECO	Phillips Edison & Company, Inc.	10,630	$442,420
4	KRG	Kite Realty Group Trust	10,705	$303,807
5	KIM	Kimco Realty Corp	5,911	$149,843
6	REG	Regency Centers Corp	1,773	$141,379
7	AKR	Acadia Realty Trust	6,635	$138,737

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,461,552	6,535	0.0%	Shares	Sole	2026-08-12
2026-03-31	$1,218,973	6,535	+19.3%	Shares	Sole	2026-05-14
2025-12-31	$1,014,032	5,478	-90.7%	Shares	Sole	2026-02-12
2025-09-30	$11,099,742	59,145	0.0%	Shares	Sole	2025-11-10
2025-06-30	$9,508,150	59,145	0.0%	Shares	Sole	2025-08-13
2025-03-31	$9,822,801	59,145	0.0%	Shares	Sole	2025-05-08
2024-12-31	$10,185,360	59,145	0.0%	Shares	Sole	2025-02-13
2024-09-30	$9,996,687	59,145	+30704.7%	Shares	Sole	2024-10-24
2021-03-31	$21,843	192	-99.7%	Shares	Sole	2021-05-12
2020-12-31	$5,199,180	60,966	-50.0%	Shares	Sole	2021-02-11
2020-09-30	$7,888,437	121,961	-5.1%	Shares	Sole	2020-11-09
2020-06-30	$8,791,343	128,566	+1856.9%	Shares	Sole	2020-08-12
2020-03-31	$360,430	6,570	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.