Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,493,250
+$609,112 QoQ
Shares Held
11,148
+10.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#457
of 1,353 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Derivatives in SPG
reported options exposure · as of Mar 31, 2026CallValue
$558
CallShares
3
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $9,531,878 across 9 REIT - Retail names. SPG ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADC |
Agree Realty Corp
|
33,143 | $2,510,250 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
11,148 | $2,493,250 | |
| 3 | O |
Realty Income Corp
|
30,922 | $1,915,927 | |
| 4 | NNN |
Nnn REIT, Inc.
|
28,393 | $1,321,126 | |
| 5 | REG |
Regency Centers Corp
|
4,255 | $339,293 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
5,952 | $247,722 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
8,090 | $241,486 | |
| 8 | KIM |
Kimco Realty Corp
|
9,230 | $233,980 |
All Filings in SPG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,493,250 | 11,148 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $558 | 3 | Call | Sole | 2026-05-13 | |
| 2026-03-31 | $1,884,138 | 10,101 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,930,882 | 10,431 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,006,755 | 10,693 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,547,636 | 9,627 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $1,851,459 | 11,148 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $1,812,682 | 10,526 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $1,713,693 | 10,139 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $1,358,154 | 8,947 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $1,461,303 | 9,338 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $1,314,712 | 9,217 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $888,006 | 8,220 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $972,457 | 8,421 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $878,964 | 7,850 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $500,934 | 4,264 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $390,861 | 4,355 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $402,555 | 4,241 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $572,943 | 4,355 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $702,029 | 4,394 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $280,995 | 2,162 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $282,097 | 2,162 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $227,767 | 2,002 | Shares | Sole | 2021-05-12 | |
| 2020-06-30 | $294,170 | 4,302 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||