Janney Montgomery Scott LLC
Position in SPG — Simon Property Group Inc.
CIK 1329948
PHILADELPHIA, PA
Position in SPG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$46,706,842
+$9,350,293 QoQ
Shares Held
208,839
+4.3% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#128
of 1,353 holders
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 Jun 30, 2026Janney Montgomery Scott LLC holds $108,822,225 across 12 REIT - Retail names. SPG ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
208,839 | $46,706,842 | |
| 2 | O |
Realty Income Corp
|
560,626 | $34,736,386 | |
| 3 | FRT |
Federal Realty Investment Trust
|
117,018 | $14,444,701 | |
| 4 | KIM |
Kimco Realty Corp
|
159,176 | $4,035,111 | |
| 5 | NNN |
Nnn REIT, Inc.
|
73,575 | $3,423,444 | |
| 6 | CBL |
Cbl & Associates Properties Inc
|
37,766 | $2,004,996 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
26,134 | $1,087,697 | |
| 8 | REG |
Regency Centers Corp
|
9,600 | $765,504 |
All Filings in SPG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,706,842 | 208,839 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||