Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,693,684
+$5,002,497 QoQ
Shares Held
123,826
+1.8% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#173
of 1,358 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Derivatives in SPG
reported options exposure · as of Mar 31, 2021CallValue
$113,770
CallShares
1,000
PutValue
$113,770
PutShares
1,000
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, 2026Creative Planning holds $186,955,796 across 25 REIT - Retail names. SPG ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
564,624 | $34,984,102 | |
| 2 | NNN |
Nnn REIT, Inc.
|
618,874 | $28,796,206 | |
| 3 | SPG |
Simon Property Group Inc.
This page
|
123,826 | $27,693,684 | |
| 4 | REG |
Regency Centers Corp
|
240,563 | $19,182,492 | |
| 5 | ADC |
Agree Realty Corp
|
244,958 | $18,553,118 | |
| 6 | KIM |
Kimco Realty Corp
|
555,518 | $14,082,380 | |
| 7 | FRT |
Federal Realty Investment Trust
|
111,368 | $13,747,265 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
374,520 | $11,808,615 |
All Filings in SPG
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,693,684 | 123,826 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $22,691,187 | 121,649 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $23,429,371 | 126,570 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,138,209 | 123,292 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,698,213 | 97,650 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $14,547,278 | 87,592 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $14,736,526 | 85,573 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,467,174 | 79,678 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $11,534,063 | 75,982 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $11,600,290 | 74,128 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,194,337 | 71,469 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,758,390 | 71,817 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $8,260,861 | 71,535 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $7,791,991 | 69,590 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,218,900 | 69,960 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,294,885 | 70,138 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $15,092,849 | 159,006 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,128,548 | 152,999 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,144,756 | 69,755 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,166,394 | 70,527 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,834,670 | 67,709 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $113,770 | 1,000 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $113,770 | 1,000 | Put | Sole | 2021-04-30 | |
| 2021-03-31 | $12,378,517 | 108,803 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $187,616 | 2,200 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $170,560 | 2,000 | Put | Sole | 2021-01-29 | |
| 2020-12-31 | $10,281,868 | 120,566 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $13,936 | 400 | Call | Sole | 2020-11-05 | |
| 2020-09-30 | $5,759,171 | 89,041 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,218,693 | 76,319 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $68,380 | 1,000 | Put | Sole | 2020-07-23 | |
| 2020-06-30 | $69,380 | 1,200 | Call | Sole | 2020-07-23 | |
| 2020-03-31 | $2,543,199 | 46,358 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||