Position in SPG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$58,984,330
-$1,262,866 QoQ
Shares Held
316,219
-2.8% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3.1111350045379944.ToString("F0")%
Shared 0.ToString("F0")%
None 96.88886499546201.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $321,080,979 across 20 REIT - Retail names. SPG ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,452,994 | $150,074,172 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
316,219 | $58,984,330 | |
| 3 | KIM |
Kimco Realty Corp
|
1,422,334 | $31,959,844 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
345,513 | $12,929,096 | |
| 5 | NNN |
Nnn REIT, Inc.
|
231,055 | $9,711,241 | |
| 6 | MAC |
Macerich Co
|
499,358 | $9,437,866 | |
| 7 | FRT |
Federal Realty Investment Trust
|
77,534 | $8,234,886 | |
| 8 | REG |
Regency Centers Corp
|
107,237 | $8,113,551 |
All Filings in SPG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,984,330 | 316,219 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $60,247,196 | 325,467 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $62,921,059 | 335,275 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $61,646,315 | 383,468 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $57,988,160 | 349,158 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $61,722,474 | 358,414 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $59,381,289 | 351,327 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $51,574,809 | 339,755 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $57,841,833 | 369,620 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $61,746,003 | 432,880 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $38,903,331 | 360,116 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $35,652,833 | 308,736 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $34,699,055 | 309,896 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $33,486,381 | 285,039 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $25,200,812 | 280,789 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $26,256,960 | 276,622 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $30,362,863 | 230,791 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $34,306,453 | 214,724 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $26,113,832 | 200,922 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $23,491,488 | 180,039 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $18,374,765 | 161,508 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $12,830,290 | 150,449 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,504,414 | 100,563 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,217,279 | 47,050 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,294,147 | 23,590 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||