Janney Montgomery Scott LLC
Position in SPG — Simon Property Group Inc.
CIK 1329948
PHILADELPHIA, PA
Position in SPG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$37,356,549
+$13,936,062 QoQ
Shares Held
200,271
+58.3% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Janney Montgomery Scott LLC holds $102,778,813 across 11 REIT - Retail names. SPG ranks #1 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
200,271 | $37,356,549 | |
| 2 | O |
Realty Income Corp
|
559,237 | $34,214,119 | |
| 3 | FRT |
Federal Realty Investment Trust
|
119,008 | $12,639,839 | |
| 4 | SKT |
Tanger Inc.
|
327,882 | $11,141,430 | |
| 5 | KIM |
Kimco Realty Corp
|
161,331 | $3,625,107 | |
| 6 | CBL |
Cbl & Associates Properties Inc
|
33,520 | $1,288,173 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
26,063 | $975,277 | |
| 8 | REG |
Regency Centers Corp
|
7,845 | $593,552 |
All Filings in SPG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,356,549 | 200,271 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $23,420,487 | 126,522 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $24,095,514 | 128,393 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $21,186,721 | 131,791 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $11,673,098 | 70,286 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $11,880,767 | 68,990 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $11,896,303 | 70,384 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $11,620,290 | 76,550 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $11,542,389 | 73,758 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,188,819 | 57,409 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,889,147 | 54,514 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,425,943 | 46,986 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $6,242,215 | 55,749 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $6,065,492 | 51,630 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,706,758 | 52,443 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,509,951 | 36,978 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $10,102,097 | 76,787 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $12,587,159 | 78,783 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $7,318,740 | 56,311 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $7,873,685 | 60,344 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $7,014,603 | 61,656 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $739,889 | 8,676 | Shares | Sole | 2021-01-25 | |
| 2020-06-30 | $370,893 | 5,424 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $389,067 | 7,092 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||