Position in SPG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$22,691,187
-$738,184 QoQ
Shares Held
121,649
-3.9% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.123724814836127.ToString("F0")%
Shared 0.ToString("F0")%
None 98.87627518516388.ToString("F0")%
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 Mar 31, 2026Creative Planning holds $141,217,105 across 25 REIT - Retail names. SPG ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
520,801 | $31,862,605 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
121,649 | $22,691,187 | |
| 3 | NNN |
Nnn REIT, Inc.
|
452,534 | $19,020,003 | |
| 4 | ADC |
Agree Realty Corp
|
211,993 | $15,980,031 | |
| 5 | REG |
Regency Centers Corp
|
155,192 | $11,741,826 | |
| 6 | FRT |
Federal Realty Investment Trust
|
95,267 | $10,118,308 | |
| 7 | KIM |
Kimco Realty Corp
|
368,127 | $8,271,813 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
231,237 | $6,659,625 |
All Filings in SPG
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32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $25,872 | 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 | $82,056 | 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. | ||||||