Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,436,727
+$339,185 QoQ
Shares Held
6,424
+9.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#553
of 1,353 holders
Holding Since
Sep 2021
20 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $7,992,802 across 7 REIT - Retail names. SPG ranks #3 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBL |
Cbl & Associates Properties Inc
|
53,497 | $2,840,155 | |
| 2 | O |
Realty Income Corp
|
25,734 | $1,594,478 | |
| 3 | SPG |
Simon Property Group Inc.
This page
|
6,424 | $1,436,727 | |
| 4 | KRG |
Kite Realty Group Trust
|
34,889 | $990,149 | |
| 5 | NNN |
Nnn REIT, Inc.
|
11,692 | $544,028 | |
| 6 | ADC |
Agree Realty Corp
|
5,106 | $386,728 | |
| 7 | MAC |
Macerich Co
|
7,961 | $200,537 |
All Filings in SPG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,436,727 | 6,424 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,097,542 | 5,884 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,085,299 | 5,863 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,064,276 | 5,671 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $935,462 | 5,819 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,501,695 | 9,042 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,906,020 | 11,068 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,665,016 | 9,851 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,324,151 | 8,723 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,243,000 | 7,943 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $498,098 | 3,492 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $360,712 | 3,339 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $343,437 | 2,974 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $292,241 | 2,610 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $421,165 | 3,585 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $372,462 | 4,150 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $340,288 | 3,585 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $608,333 | 4,624 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $772,008 | 4,832 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $439,948 | 3,385 | Shares | Sole | 2021-10-14 | |
| No filing history on record for this holder in this stock. | ||||||