Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,318,091
-$406,077 QoQ
Shares Held
46,135
-19.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#259
of 1,353 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 29%
Shared 24%
None 47%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $66,019,284 across 20 REIT - Retail names. SPG ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
342,474 | $15,935,314 | |
| 2 | FRT |
Federal Realty Investment Trust
|
108,188 | $13,354,725 | |
| 3 | SPG |
Simon Property Group Inc.
This page
|
46,135 | $10,318,091 | |
| 4 | O |
Realty Income Corp
|
117,121 | $7,256,816 | |
| 5 | KIM |
Kimco Realty Corp
|
147,418 | $3,737,045 | |
| 6 | REG |
Regency Centers Corp
|
34,152 | $2,723,278 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
64,569 | $2,687,360 | |
| 8 | ADC |
Agree Realty Corp
|
26,876 | $2,035,586 |
All Filings in SPG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,318,091 | 46,135 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $10,724,168 | 57,493 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,471,079 | 61,969 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,660,969 | 56,807 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $5,745,562 | 35,740 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,836,383 | 35,142 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,094,339 | 35,389 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,005,463 | 47,364 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $4,929,097 | 32,471 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,103,138 | 32,610 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,702,978 | 11,939 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $776,627 | 7,189 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,137,247 | 9,848 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $705,075 | 6,297 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $750,697 | 6,390 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $434,300 | 4,839 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $464,443 | 4,893 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $644,512 | 4,034 | Shares | Sole | 2022-02-14 | |
| 2020-12-31 | $488,398 | 5,727 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $229,419 | 3,547 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $225,722 | 3,301 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||