Position in SPG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$4,183,681
-$3,898,776 QoQ
Shares Held
22,429
-48.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Edgestream Partners, L.P. holds $48,175,842 across 10 REIT - Retail names. SPG ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADC |
Agree Realty Corp
|
143,314 | $10,803,009 | |
| 2 | O |
Realty Income Corp
|
147,569 | $9,028,271 | |
| 3 | NNN |
Nnn REIT, Inc.
|
166,744 | $7,008,250 | |
| 4 | EPRT |
Essential Properties Realty Trust, Inc.
|
194,596 | $5,907,934 | |
| 5 | FCPT |
Four Corners Property Trust, Inc.
|
182,870 | $4,324,875 | |
| 6 | SPG |
Simon Property Group Inc.
This page
|
22,429 | $4,183,681 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
104,820 | $3,018,816 | |
| 8 | KIM |
Kimco Realty Corp
|
133,478 | $2,999,250 |
All Filings in SPG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||