MassMutual Private Wealth & Trust, FSB
Position in SPG — Simon Property Group Inc.
CIK 1103653
Windsor, CT
Position in SPG
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$325,634
+$52,928 QoQ
Shares Held
1,456
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#912
of 1,353 holders
Holding Since
Mar 2020
26 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, 2026MassMutual Private Wealth & Trust, FSB holds $1,739,713 across 25 REIT - Retail names. SPG ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
17,381 | $1,076,926 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
1,456 | $325,634 | |
| 3 | ADC |
Agree Realty Corp
|
831 | $62,939 | |
| 4 | FRT |
Federal Realty Investment Trust
|
370 | $45,672 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
1,140 | $35,944 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
908 | $27,103 | |
| 7 | NNN |
Nnn REIT, Inc.
|
490 | $22,799 | |
| 8 | 1,114 | $21,121 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,634 | 1,456 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $272,706 | 1,462 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $292,844 | 1,582 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $284,695 | 1,517 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $231,012 | 1,437 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $225,204 | 1,356 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $205,102 | 1,191 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $205,697 | 1,217 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $180,338 | 1,188 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $165,722 | 1,059 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $143,781 | 1,008 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $133,849 | 1,239 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $139,499 | 1,208 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $91,367 | 816 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $80,356 | 684 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $57,799 | 644 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $50,972 | 537 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $59,596 | 453 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $90,909 | 569 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $56,536 | 435 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $55,714 | 427 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $45,280 | 398 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $41,872 | 491 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $31,757 | 491 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $43,694 | 639 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $26,936 | 491 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||