Position in SPG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$58,149
+$9,838 QoQ
Shares Held
260
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,156
of 1,353 holders
Holding Since
Mar 2020
26 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, 2026MV CAPITAL MANAGEMENT, INC. holds $116,245 across 8 REIT - Retail names. SPG ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
260 | $58,149 | |
| 2 | O |
Realty Income Corp
|
636 | $39,406 | |
| 3 | IVT |
InvenTrust Properties Corp.
|
233 | $8,248 | |
| 4 | KIM |
Kimco Realty Corp
|
230 | $5,830 | |
| 5 | FRT |
Federal Realty Investment Trust
|
29 | $3,579 | |
| 6 | REG |
Regency Centers Corp
|
11 | $877 | |
| 7 | NNN |
Nnn REIT, Inc.
|
2 | $93 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
2 | $63 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,149 | 260 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $48,311 | 259 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $46,277 | 250 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $46,542 | 248 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $39,225 | 244 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $40,191 | 242 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $41,674 | 242 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $41,071 | 243 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $37,039 | 244 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $85,130 | 544 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $163,180 | 1,144 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $120,993 | 1,120 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $128,529 | 1,113 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $117,456 | 1,049 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $50,046 | 426 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $41,554 | 463 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $32,367 | 341 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $53,413 | 406 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $64,227 | 402 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $50,818 | 391 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $45,668 | 350 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $57,795 | 508 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $42,640 | 500 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $32,340 | 500 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $34,190 | 500 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $41,364 | 754 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||