Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,791,436
+$1,598,005 QoQ
Shares Held
8,010
+672.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#517
of 1,353 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Arax Advisory Partners holds $17,605,979 across 26 REIT - Retail names. SPG ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
141,632 | $8,775,518 | |
| 2 | NNN |
Nnn REIT, Inc.
|
49,127 | $2,285,879 | |
| 3 | SPG |
Simon Property Group Inc.
This page
|
8,010 | $1,791,436 | |
| 4 | FRT |
Federal Realty Investment Trust
|
12,861 | $1,587,561 | |
| 5 | KIM |
Kimco Realty Corp
|
22,826 | $578,639 | |
| 6 | ADC |
Agree Realty Corp
|
5,401 | $409,071 | |
| 7 | REG |
Regency Centers Corp
|
3,587 | $286,027 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
6,045 | $251,592 |
All Filings in SPG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,791,436 | 8,010 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $193,431 | 1,037 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $349,117 | 1,886 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,467,391 | 7,819 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $163,653 | 1,018 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $137,181 | 826 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $205,963 | 1,196 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $60,171 | 356 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $30,056 | 198 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $19,561 | 125 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,830 | 125 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $13,395 | 124 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,742 | 119 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,212 | 118 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $13,627 | 116 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $10,231 | 114 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $14,471 | 110 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $17,414 | 109 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $14,036 | 108 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $79,201 | 607 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $8,869 | 104 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $6,597 | 102 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,838 | 100 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,486 | 100 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||