Baker Avenue Asset Management, LP

Position in SPG — Simon Property Group Inc.

CIK 1432529 SAN FRANCISCO, CA

Position in SPG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$452,891

+$210,962 QoQ

Shares Held

2,025

+56.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#817

of 1,358 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Real Estate · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $2,666,780 across 4 REIT - Retail names. SPG ranks #4 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NNN	Nnn REIT, Inc.	20,669	$961,728
2	REG	Regency Centers Corp	8,401	$669,895
3	FRT	Federal Realty Investment Trust	4,717	$582,266
4	SPG	Simon Property Group Inc. This page	2,025	$452,891

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$452,891	2,025	+56.1%	Shares	Sole	2026-07-28
2026-03-31	$241,929	1,297	-2.3%	Shares	Sole	2026-05-12
2025-12-31	$245,640	1,327	-32.4%	Shares	Sole	2026-02-10
2025-09-30	$368,583	1,964	+19.3%	Shares	Sole	2025-10-31
2025-06-30	$264,610	1,646	-2.1%	Shares	Sole	2025-08-13
2025-03-31	$279,180	1,681	-34.1%	Shares	Sole	2025-05-08
2024-12-31	$439,135	2,550	+82.9%	Shares	Sole	2025-02-14
2024-09-30	$235,613	1,394	+316.1%	Shares	Sole	2024-11-04
2023-09-30	$36,190	335	-4.8%	Shares	Sole	2023-11-15
2023-06-30	$40,648	352	-58.1%	Shares	Sole	2023-08-14
2023-03-31	$94,054	840	-83.0%	Shares	Sole	2023-05-16
2022-12-31	$578,823	4,927	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.