Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$43,433,948
+$16,007,323 QoQ
Shares Held
194,205
+32.1% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#138
of 1,358 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, 2026FIRST TRUST ADVISORS LP holds $342,006,735 across 24 REIT - Retail names. SPG ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
977,716 | $60,579,283 | |
| 2 | KIM |
Kimco Realty Corp
|
1,734,677 | $43,974,061 | |
| 3 | SPG |
Simon Property Group Inc.
This page
|
194,205 | $43,433,948 | |
| 4 | FRT |
Federal Realty Investment Trust
|
350,065 | $43,212,022 | |
| 5 | REG |
Regency Centers Corp
|
523,770 | $41,765,419 | |
| 6 | CURB |
Curbline Properties Corp.
|
502,192 | $15,266,636 | |
| 7 | CBL |
Cbl & Associates Properties Inc
|
247,024 | $13,114,504 | |
| 8 | NNN |
Nnn REIT, Inc.
|
183,422 | $8,534,625 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,433,948 | 194,205 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $27,426,625 | 147,036 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $30,246,974 | 163,400 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,072,617 | 138,928 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,356,059 | 114,183 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $20,671,977 | 124,470 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $24,723,156 | 143,564 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,591,784 | 115,914 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $17,741,473 | 116,874 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $20,586,572 | 131,552 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,428,076 | 66,097 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,764,980 | 71,878 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,934,859 | 86,031 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,325,893 | 136,875 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,051,246 | 77,045 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,001,392 | 89,152 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,712,516 | 91,788 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $20,542,962 | 156,149 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $21,224,006 | 132,841 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $10,387,592 | 79,923 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,359,723 | 64,069 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $10,834,430 | 95,231 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,703,867 | 66,884 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $6,587,334 | 101,845 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,298,607 | 106,736 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $41,520,681 | 756,848 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||