SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in SPG — Simon Property Group Inc.
CIK 1531593
NEW YORK, NY
Position in SPG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$375,955
+$366,069 QoQ
Shares Held
1,681
+3071.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#872
of 1,353 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)
Derivatives in SPG
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$855,840
PutShares
6,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Retail
Real Estate · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $1,357,491 across 11 REIT - Retail names. SPG ranks #1 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,681 | $375,955 | |
| 2 | NTST |
NETSTREIT Corp.
|
12,803 | $270,527 | |
| 3 | KRG |
Kite Realty Group Trust
|
7,600 | $215,688 | |
| 4 | SKT |
Tanger Inc.
|
5,464 | $215,664 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
3,172 | $100,013 | |
| 6 | KIM |
Kimco Realty Corp
|
2,681 | $67,963 | |
| 7 | AKR |
Acadia Realty Trust
|
3,060 | $63,984 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
821 | $29,063 |
All Filings in SPG
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,955 | 1,681 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $9,886 | 53 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $348,747 | 1,884 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $162,146 | 864 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $33,277 | 207 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $166 | 1 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $826,780 | 4,801 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $287,334 | 1,700 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $333,960 | 2,200 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $15,649 | 100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $855,840 | 6,000 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $1,298,024 | 9,100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $345,696 | 3,200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $153,241 | 1,327 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $195,051 | 1,742 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $379,577 | 3,231 | Shares | Sole | 2023-02-13 | |
| 2022-12-31 | $93,984 | 800 | Put | Sole | 2023-02-13 | |
| 2022-09-30 | $475,675 | 5,300 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $427,140 | 4,500 | Put | Sole | 2022-08-02 | |
| 2022-06-30 | $1,194,758 | 12,587 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $184,184 | 1,400 | Put | Sole | 2022-05-11 | |
| 2022-03-31 | $2,398,996 | 18,235 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,437,930 | 9,000 | Put | Sole | 2022-01-18 | |
| 2021-12-31 | $13,922,517 | 87,141 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $94,878 | 730 | Call | Sole | 2021-10-20 | |
| 2021-09-30 | $770,072 | 5,925 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $11,456,665 | 87,804 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,275,400 | 20,000 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,901,744 | 22,300 | Shares | Sole | 2021-02-25 | |
| 2020-12-31 | $19,102 | 224 | Put | Sole | 2021-02-25 | |
| 2020-12-31 | $19,188 | 225 | Call | Sole | 2021-02-25 | |
| 2020-09-30 | $388,080 | 6,000 | Shares | Sole | 2020-10-19 | |
| 2020-09-30 | $12,418 | 192 | Put | Sole | 2020-10-19 | |
| 2020-06-30 | $1,390,712 | 20,338 | Shares | Sole | 2020-08-06 | |
| 2020-06-30 | $13,334 | 195 | Put | Sole | 2020-08-06 | |
| 2020-03-31 | $2,194 | 40 | Call | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||