Position in SPG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,321,812
+$408,973 QoQ
Shares Held
19,324
-7.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#375
of 1,358 holders
Holding Since
Mar 2022
17 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, 2026Atria Investments, Inc holds $16,866,220 across 10 REIT - Retail names. SPG ranks #1 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
19,324 | $4,321,812 | |
| 2 | MAC |
Macerich Co
|
117,323 | $2,955,366 | |
| 3 | O |
Realty Income Corp
|
35,539 | $2,201,996 | |
| 4 | KIM |
Kimco Realty Corp
|
79,440 | $2,013,804 | |
| 5 | FRT |
Federal Realty Investment Trust
|
14,053 | $1,734,702 | |
| 6 | KRG |
Kite Realty Group Trust
|
44,330 | $1,258,085 | |
| 7 | ADC |
Agree Realty Corp
|
11,535 | $873,660 | |
| 8 | NNN |
Nnn REIT, Inc.
|
18,404 | $856,338 |
All Filings in SPG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,321,812 | 19,324 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,912,839 | 20,977 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,009,112 | 21,658 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,285,444 | 22,835 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,950,837 | 24,576 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,184,551 | 25,196 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,141,822 | 24,051 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,379,477 | 25,911 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,147,631 | 27,323 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,327,104 | 27,651 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $3,722,476 | 26,097 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,625,777 | 24,306 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,185,633 | 10,267 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,118,804 | 9,992 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,030,064 | 8,768 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $1,259,018 | 13,264 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,110,234 | 8,439 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||