Position in SPG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,533,446
+$514,832 QoQ
Shares Held
15,799
-2.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#395
of 1,353 holders
Holding Since
Dec 2022
13 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, 2026CHOREO, LLC holds $8,097,382 across 10 REIT - Retail names. SPG ranks #1 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
15,799 | $3,533,446 | |
| 2 | O |
Realty Income Corp
|
24,586 | $1,523,348 | |
| 3 | KIM |
Kimco Realty Corp
|
20,645 | $523,350 | |
| 4 | KRG |
Kite Realty Group Trust
|
16,961 | $481,353 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
13,474 | $476,979 | |
| 6 | FRT |
Federal Realty Investment Trust
|
3,224 | $397,970 | |
| 7 | SKT |
Tanger Inc.
|
8,129 | $320,851 | |
| 8 | REG |
Regency Centers Corp
|
3,648 | $290,891 |
All Filings in SPG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,533,446 | 15,799 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,018,614 | 16,183 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,974,902 | 16,071 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,335,083 | 17,771 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,685,817 | 16,707 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,502,659 | 15,069 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,676,636 | 9,736 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,749,357 | 10,350 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,354,966 | 8,926 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $238,021 | 1,521 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $215,529 | 1,511 | Shares | Sole | 2024-02-05 | |
| 2023-03-31 | $247,341 | 2,209 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $258,456 | 2,200 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||