Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$69,709,019
+$12,883,775 QoQ
Shares Held
311,688
+2.3% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#108
of 1,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MACQUARIE GROUP LTD holds $211,930,536 across 23 REIT - Retail names. SPG ranks #1 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
311,688 | $69,709,019 | |
| 2 | O |
Realty Income Corp
|
824,257 | $51,070,963 | |
| 3 | KIM |
Kimco Realty Corp
|
702,934 | $17,819,375 | |
| 4 | REG |
Regency Centers Corp
|
205,942 | $16,421,814 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
399,692 | $12,602,288 | |
| 6 | FRT |
Federal Realty Investment Trust
|
51,525 | $6,360,244 | |
| 7 | KRG |
Kite Realty Group Trust
|
212,601 | $6,033,616 | |
| 8 | NNN |
Nnn REIT, Inc.
|
121,718 | $5,663,538 |
All Filings in SPG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,709,019 | 311,688 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $56,825,244 | 304,644 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $61,008,368 | 329,579 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $160,378,276 | 854,576 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $127,243,628 | 791,513 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $121,891,756 | 733,934 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $92,572,861 | 537,558 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $101,535,046 | 600,728 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $87,453,193 | 576,108 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $89,739,033 | 573,449 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $74,350,242 | 521,244 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $45,274,398 | 419,091 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $51,318,041 | 444,389 | Shares | Sole | 2023-10-27 | |
| 2023-03-31 | $47,830,223 | 427,170 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $46,241,300 | 393,610 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $37,611,262 | 419,067 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $59,075,358 | 622,370 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $117,223,378 | 891,026 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $39,089,646 | 244,662 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $31,204,235 | 240,088 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $40,724,502 | 312,113 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $32,807,626 | 288,368 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $26,757,793 | 313,764 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $23,327,746 | 360,664 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $14,545,245 | 212,712 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $13,007,249 | 237,099 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||