Position in SPG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$127,032
-$4,844 QoQ
Shares Held
568
-19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,112
of 1,353 holders
Holding Since
Dec 2020
23 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, 2026Capital Analysts, LLC holds $511,329 across 11 REIT - Retail names. SPG ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
6,478 | $164,217 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
568 | $127,032 | |
| 3 | O |
Realty Income Corp
|
1,429 | $88,540 | |
| 4 | KRG |
Kite Realty Group Trust
|
2,049 | $58,149 | |
| 5 | REG |
Regency Centers Corp
|
227 | $18,100 | |
| 6 | SKT |
Tanger Inc.
|
407 | $16,064 | |
| 7 | ADC |
Agree Realty Corp
|
192 | $14,542 | |
| 8 | UE |
Urban Edge Properties
|
395 | $9,037 |
All Filings in SPG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,032 | 568 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $131,876 | 707 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $146,236 | 790 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $134,559 | 717 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $115,585 | 719 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $120,573 | 726 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $122,613 | 712 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $126,088 | 746 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $87,740 | 578 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $101,561 | 649 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $77,880 | 546 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $63,737 | 590 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $67,324 | 583 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $64,606 | 577 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $78,594 | 669 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $66,863 | 745 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $68,057 | 717 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $85,645 | 651 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $112,637 | 705 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $73,432 | 565 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $67,719 | 519 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $60,298 | 530 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $45,795 | 537 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||