Position in SPG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$830,188
+$176,214 QoQ
Shares Held
3,712
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#659
of 1,358 holders
Holding Since
Dec 2021
14 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 Jun 30, 2026MATHER GROUP, LLC. holds $2,451,950 across 10 REIT - Retail names. SPG ranks #1 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
3,712 | $830,188 | |
| 2 | O |
Realty Income Corp
|
12,191 | $755,354 | |
| 3 | NNN |
Nnn REIT, Inc.
|
5,481 | $255,030 | |
| 4 | EPRT |
Essential Properties Realty Trust, Inc.
|
7,429 | $221,755 | |
| 5 | FRT |
Federal Realty Investment Trust
|
1,353 | $167,014 | |
| 6 | KIM |
Kimco Realty Corp
|
5,548 | $140,641 | |
| 7 | ADC |
Agree Realty Corp
|
487 | $36,885 | |
| 8 | REG |
Regency Centers Corp
|
389 | $31,018 |
All Filings in SPG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $830,188 | 3,712 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $653,974 | 3,506 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $621,044 | 3,355 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $567,326 | 3,023 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $484,852 | 3,016 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $584,933 | 3,522 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $577,936 | 3,356 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $584,809 | 3,460 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $460,257 | 3,032 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $481,832 | 3,079 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $437,334 | 3,066 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $398,954 | 3,693 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $429,470 | 3,719 | Shares | Sole | 2023-08-08 | |
| 2021-12-31 | $217,606 | 1,362 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||