Position in SPG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$198,857,767
-$14,332,679 QoQ
Shares Held
1,066,090
-7.4% QoQ
Ownership
0.329%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Derivatives in SPG
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$230
PutShares
2
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 Mar 31, 2026HighTower Advisors, LLC holds $278,564,851 across 20 REIT - Retail names. SPG ranks #1 (71.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,066,090 | $198,857,767 | |
| 2 | O |
Realty Income Corp
|
423,892 | $25,933,712 | |
| 3 | SKT |
Tanger Inc.
|
514,462 | $17,481,418 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
469,953 | $13,534,646 | |
| 5 | KIM |
Kimco Realty Corp
|
202,655 | $4,553,657 | |
| 6 | FRT |
Federal Realty Investment Trust
|
32,764 | $3,479,864 | |
| 7 | REG |
Regency Centers Corp
|
42,577 | $3,221,375 | |
| 8 | ADC |
Agree Realty Corp
|
30,837 | $2,324,493 |
All Filings in SPG
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $198,857,767 | 1,066,090 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $213,190,446 | 1,151,696 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $210,873,143 | 1,123,638 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $172,824,073 | 1,075,044 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $158,850,371 | 956,469 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $161,098,838 | 935,479 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $151,004,327 | 893,411 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $118,628,360 | 781,478 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $115,810,111 | 740,048 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $119,494,092 | 837,732 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $88,300,481 | 817,370 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $90,318,986 | 782,118 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $230 | 2 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $84,769,911 | 757,077 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $78,734,156 | 670,192 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $56,145,356 | 625,575 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $28,476 | 300 | Call | Sole | 2022-08-10 | |
| 2022-06-30 | $56,734,158 | 597,705 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $920 | 7 | Call | Sole | 2022-05-12 | |
| 2022-03-31 | $57,408,047 | 436,364 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,875 | 18 | Put | Sole | 2022-02-10 | |
| 2021-12-31 | $66,310,781 | 415,039 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $49,644,121 | 381,966 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $46,714,058 | 358,017 | Shares | Sole | 2021-08-06 | |
| 2021-06-30 | $3,940,496 | 30,200 | Put | Sole | 2021-08-06 | |
| 2021-03-31 | $47,746,197 | 419,673 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $9,807 | 115 | Call | Sole | 2021-02-10 | |
| 2020-12-31 | $30,740,711 | 360,468 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $64,680 | 1,000 | Call | Sole | 2020-11-13 | |
| 2020-09-30 | $21,554,933 | 333,255 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $20,122,934 | 294,281 | Shares | Sole | 2020-08-10 | |
| 2020-06-30 | $355,576 | 5,200 | Put | Sole | 2020-08-10 | |
| 2020-03-31 | $11,446,977 | 208,658 | Shares | Sole | 2020-05-21 | |
| 2020-03-31 | $5,486 | 100 | Put | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||