Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$266,814
-$77,333 QoQ
Shares Held
1,193
-35.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#983
of 1,358 holders
Holding Since
Dec 2021
19 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, 2026REGIONS FINANCIAL CORP holds $772,841 across 2 REIT - Retail names. SPG ranks #2 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
8,167 | $506,027 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
1,193 | $266,814 |
All Filings in SPG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,814 | 1,193 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $344,147 | 1,845 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $296,546 | 1,602 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $408,369 | 2,176 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $350,296 | 2,179 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $358,898 | 2,161 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $368,529 | 2,140 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $300,855 | 1,780 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $255,479 | 1,683 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $376,045 | 2,403 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $283,568 | 1,988 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $214,655 | 1,987 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $281,424 | 2,437 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $380,921 | 3,402 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $464,985 | 3,958 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $304,432 | 3,392 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $302,604 | 3,188 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $265,618 | 2,019 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $204,824 | 1,282 | Shares | Defined | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||