Position in SPG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$206,651
+$54,257 QoQ
Shares Held
924
+13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,078
of 1,352 holders
Holding Since
Mar 2020
26 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, 2026MOTCO holds $362,236 across 9 REIT - Retail names. SPG ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
924 | $206,651 | |
| 2 | O |
Realty Income Corp
|
2,422 | $150,066 | |
| 3 | REG |
Regency Centers Corp
|
34 | $2,710 | |
| 4 | NNN |
Nnn REIT, Inc.
|
18 | $837 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
23 | $725 | |
| 6 | NTST |
NETSTREIT Corp.
|
19 | $401 | |
| 7 | KIM |
Kimco Realty Corp
|
15 | $380 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
10 | $354 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,651 | 924 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $152,394 | 817 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $192,884 | 1,042 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $194,801 | 1,038 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $169,119 | 1,052 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $180,362 | 1,086 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $186,503 | 1,083 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $183,048 | 1,083 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $180,945 | 1,192 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $160,245 | 1,024 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $146,491 | 1,027 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $110,946 | 1,027 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $122,639 | 1,062 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $114,657 | 1,024 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $115,247 | 981 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $84,544 | 942 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $89,414 | 942 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $109,194 | 830 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $135,325 | 847 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $117,752 | 906 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $118,214 | 906 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $102,848 | 904 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $134,827 | 1,581 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $102,259 | 1,581 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $105,852 | 1,548 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $92,603 | 1,688 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||