Perpetual Ltd

Position in SPG — Simon Property Group Inc.

CIK 1647273 SYDNEY, NEW SOUTH WALES, C3

Position in SPG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,512,707

+$429,354 QoQ

Shares Held

11,235

+0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#456

of 1,353 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Perpetual Ltd holds $7,671,631 across 4 REIT - Retail names. SPG ranks #1 (32.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	11,235	$2,512,707
2	O	Realty Income Corp	38,263	$2,370,775
3	BRX	Brixmor Property Group Inc.	49,971	$1,575,585
4	CURB	Curbline Properties Corp.	39,887	$1,212,564

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,512,707	11,235	+0.6%	Shares	Sole	2026-07-15
2026-03-31	$2,083,353	11,169	-14.5%	Shares	Sole	2026-04-14
2025-12-31	$2,418,091	13,063	+46.2%	Shares	Sole	2026-01-20
2025-09-30	$1,676,831	8,935	-1.7%	Shares	Sole	2025-10-10
2025-06-30	$1,461,308	9,090	-16.7%	Shares	Sole	2025-07-11
2025-03-31	$1,811,932	10,910	+15.6%	Shares	Sole	2025-04-24
2024-12-31	$1,625,662	9,440	-11.0%	Shares	Sole	2025-01-17
2024-09-30	$1,793,302	10,610	-25.1%	Shares	Sole	2024-10-09
2024-06-30	$2,149,488	14,160	-31.0%	Shares	Sole	2024-07-30
2023-12-31	$2,928,399	20,530	-2.8%	Shares	Sole	2024-02-15
2023-09-30	$2,281,593	21,120	-0.7%	Shares	Sole	2023-10-10
2023-06-30	$2,456,259	21,270	-0.8%	Shares	Sole	2023-07-13
2023-03-31	$2,401,756	21,450	+300.0%	Shares	Sole	2023-05-08
2020-09-30	$346,878	5,363	-71.1%	Shares	Sole	2020-12-08
2020-03-31	$1,018,146	18,559	—	Shares	Sole	2020-12-08
No filing history on record for this holder in this stock.