Baird Financial Group, Inc.

Position in SPG — Simon Property Group Inc.

CIK 1648711 MILWAUKEE, WI

Back to SPG Full portfolio

Position in SPG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,730,969

-$441,481 QoQ

Shares Held

30,096

-21.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#319

of 1,353 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in SPG Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

Baird Financial Group, Inc. holds $12,037,486 across 4 REIT - Retail names. SPG ranks #1 (55.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	30,096	$6,730,969
2	O	Realty Income Corp	77,337	$4,791,799
3	ADC	Agree Realty Corp	3,544	$268,422
4	GTY	Getty Realty Corp /Md/	7,383	$246,296

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	$6,730,969	30,096	-21.7%	Shares	Defined	2026-08-12
2026-03-31	$7,172,450	38,452	+10.2%	Shares	Defined	2026-05-14
2025-12-31	$6,460,338	34,900	-0.5%	Shares	Defined	2026-02-13
2025-09-30	$6,583,275	35,079	-1.8%	Shares	Defined	2025-11-13
2025-06-30	$5,745,400	35,739	-1.4%	Shares	Defined	2025-08-13
2025-03-31	$6,017,741	36,234	-10.0%	Shares	Defined	2025-05-15
2024-12-31	$6,934,034	40,265	+0.3%	Shares	Defined	2025-02-14
2024-09-30	$6,781,926	40,125	-3.8%	Shares	Defined	2024-11-14
2024-06-30	$6,332,792	41,718	+4.2%	Shares	Defined	2024-08-14
2024-03-31	$6,265,545	40,038	-8.2%	Shares	Defined	2024-05-14
2023-12-31	$6,220,102	43,607	-3.4%	Shares	Defined	2024-02-14
2023-09-30	$4,878,417	45,158	-0.7%	Shares	Defined	2023-11-13
2023-06-30	$5,253,413	45,492	+0.6%	Shares	Defined	2023-08-11
2023-03-31	$5,061,603	45,205	-0.7%	Shares	Defined	2023-05-15
2022-12-31	$5,350,037	45,540	-13.3%	Shares	Defined	2023-02-13
2022-09-30	$4,714,476	52,529	-8.4%	Shares	Defined	2022-11-15
2022-06-30	$5,443,661	57,350	+1.7%	Shares	Defined	2022-08-08
2022-03-31	$7,421,561	56,412	-34.6%	Shares	Defined	2022-05-13
2021-12-31	$13,776,487	86,227	+23.0%	Shares	Defined	2022-02-09
2021-09-30	$9,114,015	70,124	-22.6%	Shares	Defined	2021-11-12
2021-06-30	$11,817,182	90,567	+2.5%	Shares	Defined	2021-08-11
2021-03-31	$10,055,447	88,384	-26.3%	Shares	Defined	2021-05-13
2020-12-31	$10,233,003	119,993	-0.9%	Shares	Defined	2021-02-11
2020-09-30	$7,827,767	121,023	-18.6%	Shares	Defined	2020-11-12
2020-06-30	$10,166,874	148,682	+2.2%	Shares	Defined	2020-10-22
2020-03-31	$7,982,403	145,505	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.