Richard Bernstein Advisors LLC

Position in SPG — Simon Property Group Inc.

CIK 1528214 NEW YORK, NY

Position in SPG

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$1,633,816

+$656,430 QoQ

Shares Held

8,759

+0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Mar 31, 2026

Richard Bernstein Advisors LLC holds $6,347,527 across 4 REIT - Retail names. SPG ranks #3 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	REG	Regency Centers Corp	26,343	$1,993,111
2	FRT	Federal Realty Investment Trust	18,279	$1,941,412
3	SPG	Simon Property Group Inc. This page	8,759	$1,633,816
4	O	Realty Income Corp	12,736	$779,188

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,633,816	8,759	+0.3%	Shares	Sole	2026-04-22
2023-03-31	$977,386	8,729	0.0%	Shares	Sole	2023-05-12
2022-12-31	$1,025,482	8,729	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.