Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,998,963
-$58,285,803 QoQ
Shares Held
26,823
-92.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#337
of 1,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $28,299,713 across 14 REIT - Retail names. SPG ranks #1 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
26,823 | $5,998,963 | |
| 2 | CBL |
Cbl & Associates Properties Inc
|
70,484 | $3,741,995 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
85,259 | $3,548,479 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
86,719 | $2,734,250 | |
| 5 | NNN |
Nnn REIT, Inc.
|
46,990 | $2,186,444 | |
| 6 | UE |
Urban Edge Properties
|
83,694 | $1,914,918 | |
| 7 | FCPT |
Four Corners Property Trust, Inc.
|
76,818 | $1,885,881 | |
| 8 | O |
Realty Income Corp
|
30,237 | $1,873,484 |
All Filings in SPG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,998,963 | 26,823 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $64,284,766 | 344,635 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,494,758 | 148,532 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,177,335 | 171,457 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,450,030 | 120,988 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,244,750 | 103,834 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,660,456 | 96,745 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,108,281 | 95,304 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $49,415,453 | 325,530 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $49,650,677 | 317,277 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $28,795,877 | 201,878 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,519,973 | 189,947 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,297,166 | 201,742 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $24,732,044 | 220,881 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $26,055,889 | 221,790 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $5,360,318 | 59,725 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,658,898 | 28,012 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,498,192 | 18,989 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,480,428 | 21,784 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,222,475 | 24,794 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,733,293 | 28,612 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $8,274,605 | 72,731 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $28,048,250 | 328,896 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $22,393,509 | 346,220 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $24,746,584 | 361,898 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $19,896,130 | 362,671 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||