Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,938,537
+$1,713,595 QoQ
Shares Held
13,139
+100.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#431
of 1,353 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 69%
Shared 23%
None 7%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Savant Capital, LLC holds $10,500,378 across 6 REIT - Retail names. SPG ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
101,940 | $6,316,202 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
13,139 | $2,938,537 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
12,956 | $539,228 | |
| 4 | SKT |
Tanger Inc.
|
6,708 | $264,764 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
6,691 | $236,861 | |
| 6 | FRT |
Federal Realty Investment Trust
|
1,659 | $204,786 |
All Filings in SPG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,938,537 | 13,139 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,224,942 | 6,567 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $851,135 | 4,598 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $695,692 | 3,707 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $594,329 | 3,697 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $568,657 | 3,424 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $758,929 | 4,407 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $739,462 | 4,375 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $508,985 | 3,353 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $587,150 | 3,752 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $481,124 | 3,373 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $376,160 | 3,482 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $394,017 | 3,412 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $271,079 | 2,421 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $276,665 | 2,355 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $207,591 | 2,313 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $249,449 | 2,628 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $362,053 | 2,752 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $423,710 | 2,652 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $297,891 | 2,292 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $242,953 | 1,862 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $212,181 | 1,865 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||