Position in SPG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$503,817
+$10,870 QoQ
Shares Held
2,701
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $945,804 across 7 REIT - Retail names. SPG ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
2,701 | $503,817 | |
| 2 | O |
Realty Income Corp
|
5,975 | $365,550 | |
| 3 | KIM |
Kimco Realty Corp
|
3,000 | $67,410 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
211 | $6,076 | |
| 5 | ADC |
Agree Realty Corp
|
16 | $1,206 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
32 | $1,017 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
24 | $728 |
All Filings in SPG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $503,817 | 2,701 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $492,947 | 2,663 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $475,368 | 2,533 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $422,477 | 2,628 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $436,458 | 2,628 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $452,567 | 2,628 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $393,478 | 2,328 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $365,079 | 2,405 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $424,870 | 2,715 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $415,795 | 2,915 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $266,293 | 2,465 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $480,974 | 4,165 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $399,173 | 3,565 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $429,976 | 3,660 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $328,485 | 3,660 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $347,407 | 3,660 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $474,931 | 3,610 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $576,769 | 3,610 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||