Position in SPG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,313,882
+$1,144,153 QoQ
Shares Held
10,346
+65.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#465
of 1,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026BROWN BROTHERS HARRIMAN & CO holds $5,395,278 across 14 REIT - Retail names. SPG ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
10,346 | $2,313,882 | |
| 2 | O |
Realty Income Corp
|
30,870 | $1,912,705 | |
| 3 | KIM |
Kimco Realty Corp
|
21,473 | $544,340 | |
| 4 | FRT |
Federal Realty Investment Trust
|
2,208 | $272,555 | |
| 5 | REG |
Regency Centers Corp
|
2,881 | $229,730 | |
| 6 | ADC |
Agree Realty Corp
|
1,139 | $86,267 | |
| 7 | KRG |
Kite Realty Group Trust
|
435 | $12,345 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
142 | $4,477 |
All Filings in SPG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,313,882 | 10,346 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,169,729 | 6,271 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $653,438 | 3,530 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $328,985 | 1,753 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $150,149 | 934 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $26,738 | 161 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $28,414 | 165 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $23,662 | 140 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,081 | 73 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,049 | 77 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,546 | 116 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $22,902 | 212 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $24,481 | 212 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $35,382 | 316 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $30,074 | 256 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $22,976 | 256 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $50,687 | 534 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $294,957 | 2,242 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $37,705 | 236 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $48,478 | 373 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $58,455 | 448 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $49,717 | 437 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $34,026 | 399 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $15,070 | 233 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $615 | 9 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $987 | 18 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||