Position in SPG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,190,582
-$1,078,944 QoQ
Shares Held
22,466
-21.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Horizon Investments, LLC holds $19,898,759 across 15 REIT - Retail names. SPG ranks #1 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
22,466 | $4,190,582 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
129,015 | $3,715,632 | |
| 3 | O |
Realty Income Corp
|
55,946 | $3,422,776 | |
| 4 | REG |
Regency Centers Corp
|
18,442 | $1,395,321 | |
| 5 | FRT |
Federal Realty Investment Trust
|
12,208 | $1,296,611 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
32,547 | $1,217,908 | |
| 7 | FCPT |
Four Corners Property Trust, Inc.
|
46,190 | $1,092,393 | |
| 8 | NNN |
Nnn REIT, Inc.
|
22,853 | $960,511 |
All Filings in SPG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,190,582 | 22,466 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,269,526 | 28,467 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,595,007 | 8,499 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,287,848 | 8,011 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $737,727 | 4,442 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $726,726 | 4,220 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $708,869 | 4,194 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $726,818 | 4,788 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $748,335 | 4,782 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $671,691 | 4,709 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $488,403 | 4,521 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $501,876 | 4,346 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $525,587 | 4,694 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $640,383 | 5,451 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $293,841 | 3,274 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $264,731 | 2,789 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $396,127 | 3,011 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $422,431 | 2,644 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $680,912 | 5,239 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $769,962 | 5,901 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $863,628 | 7,591 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $269,280 | 3,938 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $988,357 | 18,016 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||