Position in SPG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,110,175
+$849,684 QoQ
Shares Held
27,396
+19.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 63.8450868739962.ToString("F0")%
Shared 0.ToString("F0")%
None 36.1549131260038.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $158,249,926 across 18 REIT - Retail names. SPG ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRX |
Brixmor Property Group Inc.
|
4,130,218 | $118,950,278 | |
| 2 | NNN |
Nnn REIT, Inc.
|
197,799 | $8,313,491 | |
| 3 | O |
Realty Income Corp
|
131,420 | $8,040,275 | |
| 4 | SPG |
Simon Property Group Inc.
This page
|
27,396 | $5,110,175 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
160,928 | $4,885,774 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
121,780 | $3,872,604 | |
| 7 | FRT |
Federal Realty Investment Trust
|
29,954 | $3,181,414 | |
| 8 | KIM |
Kimco Realty Corp
|
39,199 | $880,801 |
All Filings in SPG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,110,175 | 27,396 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,260,491 | 23,016 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,782,957 | 25,486 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,997,136 | 24,864 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,688,470 | 22,209 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,837,355 | 22,283 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,844,021 | 22,743 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,526,769 | 23,233 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,669,064 | 23,446 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,761,180 | 33,379 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,614,251 | 33,456 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,008,195 | 34,709 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,993,857 | 35,669 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,098,289 | 34,885 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,662,972 | 29,671 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||