Position in SPG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$27,426,625
-$2,820,349 QoQ
Shares Held
147,036
-10.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $267,510,897 across 24 REIT - Retail names. SPG ranks #5 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
869,560 | $53,199,679 | |
| 2 | KIM |
Kimco Realty Corp
|
1,925,442 | $43,264,681 | |
| 3 | REG |
Regency Centers Corp
|
547,897 | $41,453,886 | |
| 4 | FRT |
Federal Realty Investment Trust
|
382,058 | $40,578,379 | |
| 5 | SPG |
Simon Property Group Inc.
This page
|
147,036 | $27,426,625 | |
| 6 | CURB |
Curbline Properties Corp.
|
308,144 | $7,947,033 | |
| 7 | NTST |
NETSTREIT Corp.
|
291,893 | $5,496,345 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
152,330 | $4,844,093 |
All Filings in SPG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||