Position in SPG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$6,118,557
-$657,949 QoQ
Shares Held
32,802
-10.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 8.42021827937321.ToString("F0")%
Shared 0.ToString("F0")%
None 91.5797817206268.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026NewEdge Advisors, LLC holds $24,974,174 across 13 REIT - Retail names. SPG ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
163,821 | $10,022,568 | |
| 2 | SPG |
Simon Property Group Inc.
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|
32,802 | $6,118,557 | |
| 3 | SKT |
Tanger Inc.
|
118,911 | $4,040,595 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
57,636 | $2,156,739 | |
| 5 | KIM |
Kimco Realty Corp
|
35,827 | $805,032 | |
| 6 | FRT |
Federal Realty Investment Trust
|
5,912 | $627,913 | |
| 7 | NNN |
Nnn REIT, Inc.
|
12,606 | $529,830 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
18,003 | $518,486 |
All Filings in SPG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,118,557 | 32,802 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,776,506 | 36,608 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,199,303 | 33,033 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $4,572,657 | 28,444 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,163,957 | 25,072 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,367,762 | 25,363 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,275,854 | 13,465 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,034,120 | 13,400 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,838,131 | 11,746 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,656,620 | 11,614 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,031,254 | 9,546 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,240,255 | 10,740 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,137,391 | 10,158 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,354,309 | 11,528 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $638,481 | 7,114 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,107,146 | 11,664 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,811,712 | 13,771 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,392,076 | 14,972 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $249,672 | 1,921 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $245,693 | 1,883 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||