Position in SPG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$39,198,464
+$3,863,900 QoQ
Shares Held
175,267
-7.5% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#144
of 1,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Douglas Lane & Associates, LLC holds $63,514,589 across 2 REIT - Retail names. SPG ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
175,267 | $39,198,464 | |
| 2 | KIM |
Kimco Realty Corp
|
959,216 | $24,316,125 |
All Filings in SPG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,198,464 | 175,267 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $35,334,564 | 189,431 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $36,913,895 | 199,416 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $38,666,400 | 206,034 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $33,951,868 | 211,196 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $38,891,617 | 234,174 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $41,429,248 | 240,574 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $41,653,795 | 246,443 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $38,433,027 | 253,182 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $39,989,298 | 255,539 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $36,651,775 | 256,953 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $27,484,128 | 254,412 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $29,408,945 | 254,667 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $28,236,482 | 252,179 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $29,627,986 | 252,196 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $22,235,203 | 247,746 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $22,321,007 | 235,156 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $30,331,552 | 230,553 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $36,687,346 | 229,626 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $29,409,351 | 226,278 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $28,130,966 | 215,596 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $23,154,470 | 203,520 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $17,502,099 | 205,231 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $12,873,131 | 199,028 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $10,964,322 | 160,344 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $7,562,066 | 137,843 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||