Position in SPG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,667,154
-$382,796 QoQ
Shares Held
30,382
-7.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 96.58679481271805.ToString("F0")%
Shared 0.ToString("F0")%
None 3.4132051872819433.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026BROWN ADVISORY INC holds $54,245,628 across 8 REIT - Retail names. SPG ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CURB |
Curbline Properties Corp.
|
1,165,324 | $30,053,705 | |
| 2 | GTY |
Getty Realty Corp /Md/
|
236,649 | $7,525,437 | |
| 3 | REG |
Regency Centers Corp
|
83,308 | $6,303,083 | |
| 4 | SPG |
Simon Property Group Inc.
This page
|
30,382 | $5,667,154 | |
| 5 | FRT |
Federal Realty Investment Trust
|
16,843 | $1,788,894 | |
| 6 | BFS |
Saul Centers, Inc.
|
52,889 | $1,723,123 | |
| 7 | O |
Realty Income Corp
|
11,376 | $695,983 | |
| 8 | EPRT |
Essential Properties Realty Trust, Inc.
|
16,082 | $488,249 |
All Filings in SPG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,667,154 | 30,382 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,049,950 | 32,683 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,427,509 | 34,249 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,592,840 | 34,790 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $6,133,002 | 36,928 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $7,175,128 | 41,665 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,028,358 | 41,583 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $981,235 | 6,464 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $945,356 | 6,041 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $910,185 | 6,381 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $651,204 | 6,028 | Shares | Defined | 2023-10-25 | |
| 2023-06-30 | $697,845 | 6,043 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $595,232 | 5,316 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $553,683 | 4,713 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $333,062 | 3,711 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $288,556 | 3,040 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $577,548 | 4,390 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $355,648 | 2,226 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $280,345 | 2,157 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $321,372 | 2,463 | Shares | Defined | 2021-07-29 | |
| 2021-03-31 | $310,022 | 2,725 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $234,520 | 2,750 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||