Advisors Asset Management, Inc.
Position in SPG — Simon Property Group Inc.
CIK 1297376
Monument, CO
Position in SPG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,408,861
-$1,111,041 QoQ
Shares Held
7,553
-44.5% QoQ
Ownership
0.002%
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%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Advisors Asset Management, Inc. holds $4,788,461 across 6 REIT - Retail names. SPG ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKR |
Acadia Realty Trust
|
101,414 | $1,939,035 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
7,553 | $1,408,861 | |
| 3 | ADC |
Agree Realty Corp
|
8,817 | $664,625 | |
| 4 | KIM |
Kimco Realty Corp
|
17,411 | $391,225 | |
| 5 | GTY |
Getty Realty Corp /Md/
|
6,890 | $219,102 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
5,455 | $165,613 |
All Filings in SPG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,408,861 | 7,553 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,519,902 | 13,613 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,240,873 | 17,269 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,525,306 | 21,929 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,516,245 | 21,172 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,727,829 | 21,647 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,021,063 | 17,874 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,502,726 | 16,487 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,521,053 | 16,110 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,991,539 | 13,962 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,604,569 | 14,853 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,960,965 | 16,981 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,840,562 | 16,438 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,357,833 | 11,558 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,001,789 | 11,162 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,367,417 | 14,406 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,188,751 | 24,238 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $4,391,118 | 27,484 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,640,719 | 28,012 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,064,060 | 31,147 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $5,318,064 | 46,744 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,925,346 | 57,755 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,594,608 | 71,036 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,450,364 | 79,707 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $4,334,872 | 79,017 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||