OPPENHEIMER ASSET MANAGEMENT INC.
Position in SPG — Simon Property Group Inc.
CIK 1269119
NEW YORK, NY
Position in SPG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,120,486
+$189,515 QoQ
Shares Held
5,010
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#598
of 1,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $8,633,347 across 7 REIT - Retail names. SPG ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADC |
Agree Realty Corp
|
30,435 | $2,305,146 | |
| 2 | KIM |
Kimco Realty Corp
|
62,976 | $1,596,441 | |
| 3 | SPG |
Simon Property Group Inc.
This page
|
5,010 | $1,120,486 | |
| 4 | KRG |
Kite Realty Group Trust
|
33,814 | $959,641 | |
| 5 | FCPT |
Four Corners Property Trust, Inc.
|
38,359 | $941,713 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
29,490 | $880,276 | |
| 7 | O |
Realty Income Corp
|
13,390 | $829,644 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,120,486 | 5,010 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $930,971 | 4,991 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $938,322 | 5,069 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $1,663,131 | 8,862 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $1,855,491 | 11,542 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $2,198,400 | 13,237 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $2,908,282 | 16,888 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $3,007,541 | 17,794 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $2,797,522 | 18,429 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $3,076,906 | 19,662 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $3,126,526 | 21,919 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,446,771 | 22,649 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $3,041,858 | 26,341 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $2,901,478 | 25,913 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $3,153,750 | 26,845 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $2,570,798 | 28,644 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,419,415 | 25,489 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $3,316,101 | 25,206 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $4,031,314 | 25,232 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $3,327,491 | 25,602 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $3,292,009 | 25,230 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $2,790,207 | 24,525 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $2,330,616 | 27,329 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $1,397,863 | 21,612 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,414,986 | 20,693 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $1,056,985 | 19,267 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||