Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,233,595
+$11,104,868 QoQ
Shares Held
108,355
+53.9% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#185
of 1,359 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, 2026Gotham Asset Management, LLC holds $150,572,635 across 9 REIT - Retail names. SPG ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
298,343 | $36,827,459 | |
| 2 | SPG |
Simon Property Group Inc.
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|
108,355 | $24,233,595 | |
| 3 | REG |
Regency Centers Corp
|
290,447 | $23,160,243 | |
| 4 | NNN |
Nnn REIT, Inc.
|
469,244 | $21,833,923 | |
| 5 | ADC |
Agree Realty Corp
|
274,961 | $20,825,546 | |
| 6 | O |
Realty Income Corp
|
188,963 | $11,708,147 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
212,384 | $6,696,467 | |
| 8 | KIM |
Kimco Realty Corp
|
196,800 | $4,988,880 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,233,595 | 108,355 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,128,727 | 70,384 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,960,064 | 48,404 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,248,286 | 11,980 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $458,648 | 2,853 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,250,550 | 13,551 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,646,351 | 15,367 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,461,374 | 32,312 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,064,351 | 33,362 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,105,202 | 26,233 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,409,809 | 23,905 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,324,697 | 21,519 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,296,666 | 19,888 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,633,754 | 14,591 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,661,049 | 14,139 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,450,988 | 16,167 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,081,595 | 21,930 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,520,044 | 11,554 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,417,640 | 27,650 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,437,858 | 11,063 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,564,716 | 11,992 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,087,793 | 18,351 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,984,452 | 46,722 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,619,087 | 40,493 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,793,470 | 26,228 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,373,670 | 61,496 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||