Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$87,681,981
+$18,173,256 QoQ
Shares Held
392,050
+5.2% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#91
of 1,358 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $322,547,728 across 23 REIT - Retail names. SPG ranks #1 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
392,050 | $87,681,981 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
1,919,588 | $60,524,608 | |
| 3 | O |
Realty Income Corp
|
693,663 | $42,979,359 | |
| 4 | REG |
Regency Centers Corp
|
389,895 | $31,090,226 | |
| 5 | ADC |
Agree Realty Corp
|
271,434 | $20,558,410 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
557,323 | $16,636,091 | |
| 7 | MAC |
Macerich Co
|
655,662 | $16,516,125 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
402,377 | $14,244,145 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,681,981 | 392,050 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $69,508,725 | 372,641 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $70,214,259 | 379,311 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $62,236,813 | 331,629 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $74,237,842 | 461,793 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $95,757,076 | 576,572 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $218,045,585 | 1,266,161 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $211,602,222 | 1,251,936 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $94,388,024 | 621,792 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $103,758,815 | 663,038 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $99,015,979 | 694,167 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $77,592,439 | 718,249 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $75,116,044 | 650,468 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $75,731,133 | 676,352 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $73,825,723 | 628,411 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $69,341,747 | 772,610 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $80,643,082 | 849,590 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $113,679,679 | 864,090 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $144,756,571 | 906,031 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $90,556,986 | 696,753 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $85,629,065 | 656,262 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $64,260,594 | 564,829 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $55,219,396 | 647,507 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $18,824,143 | 291,035 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $14,405,340 | 210,666 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $19,909,845 | 362,921 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||