Sunbelt Securities, Inc.
Broker-DealerPosition in SPG — Simon Property Group Inc.
CIK 1632932
HOUSTON, TX
Position in SPG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$672,067
+$4,191 QoQ
Shares Held
3,603
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Sunbelt Securities, Inc. holds $1,809,512 across 16 REIT - Retail names. SPG ranks #2 (37.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
15,418 | $943,273 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
3,603 | $672,067 | |
| 3 | KIM |
Kimco Realty Corp
|
5,876 | $132,033 | |
| 4 | REG |
Regency Centers Corp
|
447 | $33,820 | |
| 5 | NNN |
Nnn REIT, Inc.
|
364 | $15,298 | |
| 6 | FRT |
Federal Realty Investment Trust
|
58 | $6,160 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
135 | $4,098 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
51 | $1,553 |
All Filings in SPG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $672,067 | 3,603 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $667,876 | 3,608 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $675,424 | 3,599 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $634,037 | 3,944 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $509,035 | 3,065 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $679,196 | 3,944 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $672,361 | 3,978 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $558,320 | 3,678 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $497,325 | 3,178 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $453,309 | 3,178 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $354,122 | 3,278 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $378,543 | 3,278 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $376,779 | 3,365 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $296,519 | 2,524 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $285,405 | 3,180 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $264,731 | 2,789 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $310,744 | 2,362 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $270,330 | 1,692 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $249,022 | 1,916 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $249,999 | 1,916 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $219,234 | 1,927 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $201,857 | 2,367 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||