Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$238,410
+$218,079 QoQ
Shares Held
1,066
+878.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,022
of 1,358 holders
Holding Since
Dec 2025
3 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, 2026SWISS RE LTD holds $360,533 across 2 REIT - Retail names. SPG ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,066 | $238,410 | |
| 2 | O |
Realty Income Corp
|
1,971 | $122,123 |
All Filings in SPG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,410 | 1,066 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $20,331 | 109 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $20,176 | 109 | Shares | Defined | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||