Position in SPG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,955,530
+$588,093 QoQ
Shares Held
13,215
+4.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#432
of 1,358 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Merit Financial Group, LLC holds $10,999,447 across 11 REIT - Retail names. SPG ranks #1 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
13,215 | $2,955,530 | |
| 2 | O |
Realty Income Corp
|
39,745 | $2,462,596 | |
| 3 | NNN |
Nnn REIT, Inc.
|
45,758 | $2,129,118 | |
| 4 | FRT |
Federal Realty Investment Trust
|
9,708 | $1,198,353 | |
| 5 | REG |
Regency Centers Corp
|
7,218 | $575,561 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
13,730 | $486,039 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
9,542 | $397,137 | |
| 8 | KIM |
Kimco Realty Corp
|
10,529 | $266,908 |
All Filings in SPG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,955,530 | 13,215 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $2,367,437 | 12,692 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,936,062 | 10,459 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,485,781 | 7,917 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,089,792 | 6,779 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $741,547 | 4,465 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $416,059 | 2,416 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $296,769 | 1,955 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $374,324 | 2,392 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $369,580 | 2,591 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $321,281 | 2,974 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,190,598 | 10,310 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||