Rockefeller Capital Management L.P.
Position in SPG — Simon Property Group Inc.
CIK 1739439
NEW YORK, NY
Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,522,631
+$5,732,983 QoQ
Shares Held
136,475
+2.7% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#161
of 1,358 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $140,942,281 across 26 REIT - Retail names. SPG ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,034,095 | $64,072,524 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
136,475 | $30,522,631 | |
| 3 | FRT |
Federal Realty Investment Trust
|
209,045 | $25,804,513 | |
| 4 | KIM |
Kimco Realty Corp
|
688,362 | $17,449,975 | |
| 5 | NNN |
Nnn REIT, Inc.
|
22,596 | $1,051,390 | |
| 6 | MAC |
Macerich Co
|
12,507 | $315,050 | |
| 7 | ADC |
Agree Realty Corp
|
3,694 | $279,783 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
7,825 | $261,041 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,522,631 | 136,475 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $24,789,648 | 132,899 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $24,269,771 | 131,110 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $22,881,663 | 121,925 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $19,614,648 | 122,012 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $18,452,318 | 111,105 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $16,310,181 | 94,711 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $15,584,826 | 92,207 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $12,025,140 | 79,217 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $7,738,899 | 49,453 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,374,296 | 44,688 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,794,587 | 44,382 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,796,807 | 41,538 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,425,837 | 39,527 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $6,394,318 | 54,429 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $5,155,418 | 57,442 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $5,236,736 | 55,170 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,603,258 | 50,192 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,187,252 | 44,985 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,511,235 | 50,098 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,291,746 | 40,556 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $2,673,708 | 23,501 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $195,801 | 2,296 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,181,444 | 18,266 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,475,913 | 21,584 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,551,000 | 28,272 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||