Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,686,322
+$8,502,641 QoQ
Shares Held
56,724
+152.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#239
of 1,358 holders
Holding Since
Mar 2020
18 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, 2026Edgestream Partners, L.P. holds $82,812,028 across 12 REIT - Retail names. SPG ranks #1 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
56,724 | $12,686,322 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
402,183 | $12,680,829 | |
| 3 | O |
Realty Income Corp
|
168,894 | $10,464,672 | |
| 4 | NNN |
Nnn REIT, Inc.
|
222,384 | $10,347,527 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
275,612 | $8,227,018 | |
| 6 | KRG |
Kite Realty Group Trust
|
279,815 | $7,941,149 | |
| 7 | REG |
Regency Centers Corp
|
75,038 | $5,983,530 | |
| 8 | SKT |
Tanger Inc.
|
123,288 | $4,866,177 |
All Filings in SPG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,686,322 | 56,724 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,183,681 | 22,429 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $8,082,457 | 43,663 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,516,368 | 72,022 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,659,907 | 60,089 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $5,129,102 | 29,784 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,436,048 | 55,828 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,109,868 | 13,899 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,209,795 | 14,121 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,060,341 | 21,455 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $357,471 | 3,309 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,933,074 | 42,718 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,321,138 | 20,730 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,552,477 | 30,239 | Shares | Sole | 2023-02-13 | |
| 2021-09-30 | $1,731,070 | 13,319 | Shares | Sole | 2021-11-15 | |
| 2020-09-30 | $2,739,068 | 42,348 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,124,577 | 16,446 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $488,967 | 8,913 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||