Position in SPG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$26,899,491
-$1,158,187 QoQ
Shares Held
144,210
-4.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 71%
Shared 16%
None 14%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Focus Partners Wealth holds $73,912,360 across 10 REIT - Retail names. SPG ranks #1 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
144,210 | $26,899,491 | |
| 2 | O |
Realty Income Corp
|
304,230 | $18,612,791 | |
| 3 | KIM |
Kimco Realty Corp
|
303,831 | $6,827,082 | |
| 4 | REG |
Regency Centers Corp
|
62,690 | $4,743,125 | |
| 5 | FRT |
Federal Realty Investment Trust
|
43,446 | $4,614,399 | |
| 6 | KRG |
Kite Realty Group Trust
|
170,208 | $4,178,606 | |
| 7 | NNN |
Nnn REIT, Inc.
|
84,900 | $3,568,347 | |
| 8 | MAC |
Macerich Co
|
153,441 | $2,900,034 |
All Filings in SPG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,899,491 | 144,210 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,057,678 | 151,573 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $29,896,394 | 159,303 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,882,915 | 154,783 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,959,028 | 114,156 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $20,077,791 | 116,589 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $10,363,799 | 61,317 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $521,888 | 3,438 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||