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Equibles

NewEdge Advisors, LLC

Position in SPG — Simon Property Group Inc.

CIK 1633516 NEW ORLEANS, LA
Back to SPG Full portfolio

Position in SPG

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$8,233,003
+$7,509,192 QoQ
Shares Held
36,812
+12.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#294
of 1,360 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority Sole 10% Shared 0% None 90%

Common Shares in SPG Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

NewEdge Advisors, LLC holds $31,222,639 across 14 REIT - Retail names. SPG ranks #2 (26.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 O
Realty Income Corp
 171,838 $10,647,082
2 SPG
Simon Property Group Inc.
This page 		36,812 $8,233,003
3 SKT
Tanger Inc.
 157,081 $6,199,987
4 PECO
Phillips Edison & Company, Inc.
 57,691 $2,401,099
5 KIM
Kimco Realty Corp
 38,403 $973,516
6 NNN
Nnn REIT, Inc.
 19,608 $912,360
7 FRT
Federal Realty Investment Trust
 6,690 $825,813
8 BRX
Brixmor Property Group Inc.
 20,560 $648,256

All Filings in SPG

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,233,003 36,812
2026-03-31 $723,811 32,802
2025-12-31 $6,776,506 36,608
2025-09-30 $6,199,303 33,033
2025-06-30 $4,572,657 28,444
2025-03-31 $4,163,957 25,072
2024-12-31 $4,367,762 25,363
2024-09-30 $2,275,854 13,465
2024-06-30 $2,034,120 13,400
2024-03-31 $1,838,131 11,746
2023-12-31 $1,656,620 11,614
2023-09-30 $1,031,254 9,546
2023-06-30 $1,240,255 10,740
2023-03-31 $1,137,391 10,158
2022-12-31 $1,354,309 11,528
2022-09-30 $638,481 7,114
2022-06-30 $1,107,146 11,664
2022-03-31 $1,811,712 13,771
2021-12-31 $2,392,076 14,972
2021-09-30 $249,672 1,921
2021-06-30 $245,693 1,883