Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$308,767,386
+$38,810,355 QoQ
Shares Held
1,380,583
-4.6% QoQ
Ownership
0.427%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#36
of 1,358 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Derivatives in SPG
reported options exposure · as of Jun 30, 2026CallValue
$20,150,865
CallShares
90,100
PutValue
$26,972,190
PutShares
120,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Retail
Real Estate · as of Jun 30, 2026UBS Group AG holds $1,171,556,153 across 26 REIT - Retail names. SPG ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
5,362,246 | $332,244,760 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
1,380,583 | $308,767,386 | |
| 3 | KIM |
Kimco Realty Corp
|
2,748,946 | $69,685,780 | |
| 4 | MAC |
Macerich Co
|
2,716,944 | $68,439,818 | |
| 5 | SKT |
Tanger Inc.
|
1,447,801 | $57,144,704 | |
| 6 | NNN |
Nnn REIT, Inc.
|
1,176,831 | $54,757,944 | |
| 7 | ADC |
Agree Realty Corp
|
513,514 | $38,893,549 | |
| 8 | FRT |
Federal Realty Investment Trust
|
302,367 | $37,324,181 |
All Filings in SPG
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,767,386 | 1,380,583 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $20,150,865 | 90,100 | Call | Defined | 2026-08-13 | |
| 2026-06-30 | $26,972,190 | 120,600 | Put | Defined | 2026-08-13 | |
| 2026-03-31 | $26,505,913 | 142,100 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $269,957,031 | 1,447,258 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $19,678,915 | 105,500 | Call | Defined | 2026-05-05 | |
| 2025-12-31 | $14,919,866 | 80,600 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $257,205,159 | 1,389,472 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $17,437,362 | 94,200 | Put | Defined | 2026-01-29 | |
| 2025-09-30 | $441,130,907 | 2,350,567 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $15,839,348 | 84,400 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $13,287,036 | 70,800 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $186,930,922 | 1,162,795 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $6,157,108 | 38,300 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $5,771,284 | 35,900 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $202,777,367 | 1,220,962 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $7,075,008 | 42,600 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $7,473,600 | 45,000 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $7,008,947 | 40,700 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $178,544,397 | 1,036,783 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $6,320,107 | 36,700 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $208,710,794 | 1,234,829 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $5,273,424 | 31,200 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $5,273,424 | 31,200 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $4,736,160 | 31,200 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $4,736,160 | 31,200 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $142,996,357 | 942,005 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $161,861,205 | 1,034,323 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $3,912,250 | 25,000 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $3,912,250 | 25,000 | Put | Defined | 2024-05-13 | |
| 2023-12-31 | $2,210,920 | 15,500 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $81,389,953 | 570,597 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,696,071 | 15,700 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $60,523,158 | 560,244 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,813,036 | 15,700 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $69,223,445 | 599,441 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,437,479 | 30,700 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $48,371,822 | 432,007 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $1,679,550 | 15,000 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $49,840,536 | 424,247 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $1,574,232 | 13,400 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $33,144,943 | 369,303 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $49,697,738 | 523,575 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $66,030,226 | 501,902 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $99,627,297 | 623,567 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $7,988,500 | 50,000 | Put | Defined | 2022-02-14 | |
| 2021-09-30 | $104,231,909 | 801,969 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $6,537,491 | 50,300 | Put | Defined | 2021-11-15 | |
| 2021-06-30 | $72,527,959 | 555,855 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $10,477,544 | 80,300 | Put | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||