Position in SPG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$13,508,460
+$2,901,992 QoQ
Shares Held
60,400
+6.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#233
of 1,353 holders
Holding Since
Dec 2024
7 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, 2026Union Bancaire Privee, UBP SA holds $16,113,916 across 2 REIT - Retail names. SPG ranks #1 (83.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
60,400 | $13,508,460 | |
| 2 | ADC |
Agree Realty Corp
|
34,400 | $2,605,456 |
All Filings in SPG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,508,460 | 60,400 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $10,606,468 | 56,862 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $374 | 39,366 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $6,024,207 | 32,100 | Shares | Defined | 2025-10-07 | |
| 2025-06-30 | $5,160,396 | 32,100 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $5,331,168 | 32,100 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $5,527,941 | 32,100 | Shares | Defined | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||