Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,082,954
+$425,288 QoQ
Shares Held
18,256
-6.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#383
of 1,358 holders
Holding Since
Sep 2021
20 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, 2026Allworth Financial LP holds $26,118,664 across 25 REIT - Retail names. SPG ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
280,847 | $17,401,280 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
18,256 | $4,082,954 | |
| 3 | NNN |
Nnn REIT, Inc.
|
18,340 | $853,360 | |
| 4 | REG |
Regency Centers Corp
|
9,652 | $769,650 | |
| 5 | FRT |
Federal Realty Investment Trust
|
5,554 | $685,585 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
20,308 | $677,474 | |
| 7 | KRG |
Kite Realty Group Trust
|
17,363 | $492,761 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
9,368 | $331,627 |
All Filings in SPG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,082,954 | 18,256 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,657,666 | 19,609 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,854,545 | 20,823 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,953,456 | 21,066 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $3,374,995 | 20,994 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $705,840 | 4,250 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $542,805 | 3,152 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $221,416 | 1,310 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $171,382 | 1,129 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $168,226 | 1,075 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $113,398 | 795 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $123,153 | 1,140 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $116,634 | 1,010 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $82,633 | 738 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $73,894 | 629 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $43,977 | 490 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,899 | 315 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $73,147 | 556 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $958 | 6 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $389 | 3 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||