Position in SPG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,787,774
+$1,855,663 QoQ
Shares Held
57,834
+19.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8.112874779541446.ToString("F0")%
Shared 0.ToString("F0")%
None 91.88712522045856.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $60,023,957 across 27 REIT - Retail names. SPG ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
469,767 | $28,740,343 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
57,834 | $10,787,774 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
206,601 | $7,731,008 | |
| 4 | NNN |
Nnn REIT, Inc.
|
61,294 | $2,576,186 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
60,309 | $1,837,011 | |
| 6 | SKT |
Tanger Inc.
|
50,803 | $1,726,285 | |
| 7 | FRT |
Federal Realty Investment Trust
|
11,930 | $1,267,085 | |
| 8 | KRG |
Kite Realty Group Trust
|
48,979 | $1,202,433 |
All Filings in SPG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,787,774 | 57,834 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,932,111 | 48,253 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $14,057,983 | 74,908 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,010,700 | 74,712 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $7,745,305 | 46,636 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $8,542,303 | 49,604 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $8,171,608 | 48,347 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,583,926 | 49,960 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $11,689,800 | 74,700 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $19,058,555 | 133,613 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $18,730,776 | 173,385 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,787,671 | 128,054 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $14,070,592 | 125,664 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $13,839,255 | 117,801 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,226,650 | 113,946 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,189,148 | 128,415 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $14,992,046 | 113,956 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $16,735,104 | 104,745 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $13,981,388 | 107,574 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $15,050,341 | 115,346 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $9,143,463 | 80,368 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,189,448 | 72,578 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $4,886,764 | 75,553 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,604,841 | 67,342 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $59,422,427 | 1,083,165 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||