Swiss Life Asset Management Ltd

Position in SPG — Simon Property Group Inc.

CIK 1637689 Zurich, V8

Back to SPG Full portfolio

Position in SPG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$10,209,845

-$5,003,914 QoQ

Shares Held

45,651

-44.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#261

of 1,353 holders

Holding Since

Mar 2020

26 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 Jun 30, 2026

Swiss Life Asset Management Ltd holds $27,435,830 across 17 REIT - Retail names. SPG ranks #1 (37.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	45,651	$10,209,845
2	O	Realty Income Corp	121,916	$7,553,915
3	KIM	Kimco Realty Corp	74,247	$1,882,161
4	REG	Regency Centers Corp	19,956	$1,591,290
5	FRT	Federal Realty Investment Trust	7,823	$965,671
6	BRX	Brixmor Property Group Inc.	27,661	$872,151
7	NNN	Nnn REIT, Inc.	13,062	$607,774
8	ADC	Agree Realty Corp	7,889	$597,512

All Filings in SPG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,209,845	45,651	-44.0%	Shares	Defined	2026-07-29
2026-03-31	$15,213,759	81,562	+175.6%	Shares	Defined	2026-05-14
2025-12-31	$5,478,515	29,596	-16.8%	Shares	Sole	2026-02-04
2025-09-30	$6,671,855	35,551	-5.1%	Shares	Defined	2025-12-02
2025-06-30	$6,020,944	37,453	+44.4%	Shares	Defined	2025-12-02
2025-03-31	$4,307,118	25,934	+59.7%	Shares	Sole	2025-12-02
2024-12-31	$2,795,828	16,235	+97.6%	Shares	Sole	2025-12-09
2024-09-30	$1,389,005	8,218	-22.4%	Shares	Defined	2025-12-09
2024-06-30	$1,606,651	10,584	-3.1%	Shares	Sole	2025-12-09
2024-03-31	$1,708,714	10,919	-87.3%	Shares	Sole	2025-12-09
2023-12-31	$12,262,760	85,970	+39.2%	Shares	Defined	2025-12-09
2023-09-30	$6,672,688	61,767	-34.8%	Shares	Defined	2025-12-09
2023-06-30	$10,939,996	94,735	-28.8%	Shares	Defined	2025-12-09
2023-03-31	$14,902,982	133,098	+79.9%	Shares	Sole	2025-12-09
2022-12-31	$8,691,757	73,985	+4.0%	Shares	Sole	2025-12-09
2022-09-30	$6,384,007	71,131	+3.1%	Shares	Sole	2025-12-09
2022-06-30	$6,550,049	69,006	-36.6%	Shares	Sole	2025-12-09
2022-03-31	$14,327,015	108,901	-9.6%	Shares	Sole	2025-12-09
2021-12-31	$19,244,774	120,453	+12.2%	Shares	Defined	2025-12-29
2021-09-30	$13,949,030	107,325	-15.1%	Shares	Sole	2025-12-29
2021-06-30	$16,484,973	126,341	-2.5%	Shares	Sole	2025-12-29
2021-03-31	$14,735,717	129,522	-6.1%	Shares	Sole	2025-12-29
2020-12-31	$11,761,305	137,914	+38.8%	Shares	Sole	2025-12-29
2020-09-30	$6,427,251	99,370	+19.9%	Shares	Defined	2025-12-29
2020-06-30	$5,668,633	82,899	+3.9%	Shares	Defined	2025-12-29
2020-03-31	$4,376,455	79,775	—	Shares	Defined	2025-12-29
No filing history on record for this holder in this stock.