Position in SPG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,262,503
-$251,559 QoQ
Shares Held
5,645
-30.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#583
of 1,358 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Vontobel Holding Ltd. holds $2,536,895 across 2 REIT - Retail names. SPG ranks #2 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
20,568 | $1,274,392 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
5,645 | $1,262,503 |
All Filings in SPG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,262,503 | 5,645 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $1,514,062 | 8,117 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,031,060 | 5,570 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $442,525 | 2,358 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $252,231 | 1,569 | Shares | Defined | 2025-07-23 | |
| 2024-09-30 | $310,320 | 1,836 | Shares | Defined | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||