Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$254,066
+$44,780 QoQ
Shares Held
1,136
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,002
of 1,358 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026VIRTUS ADVISERS, LLC holds $2,152,274 across 6 REIT - Retail names. SPG ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UE |
Urban Edge Properties
|
33,829 | $774,007 | |
| 2 | ADC |
Agree Realty Corp
|
8,879 | $672,495 | |
| 3 | SPG |
Simon Property Group Inc.
This page
|
1,136 | $254,066 | |
| 4 | SKT |
Tanger Inc.
|
4,767 | $188,153 | |
| 5 | O |
Realty Income Corp
|
2,967 | $183,835 | |
| 6 | PINE |
Alpine Income Property Trust, Inc.
|
3,840 | $79,718 |
All Filings in SPG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,066 | 1,136 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $209,286 | 1,122 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $207,692 | 1,122 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $230,834 | 1,230 | Shares | Other | 2026-02-13 | |
| 2025-03-31 | $240,816 | 1,450 | Shares | Other | 2026-02-13 | |
| 2020-12-31 | $1,822,348 | 21,369 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,177,111 | 18,199 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,114,388 | 16,297 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $615,090 | 11,212 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||