Global Retirement Partners, LLC
PensionPosition in SPG — Simon Property Group Inc.
CIK 1749744
San Rafael, CA
Position in SPG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,952,017
+$656,988 QoQ
Shares Held
8,728
+24.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#501
of 1,358 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $7,375,273 across 23 REIT - Retail names. SPG ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
49,202 | $3,048,555 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
8,728 | $1,952,017 | |
| 3 | FRT |
Federal Realty Investment Trust
|
6,122 | $755,699 | |
| 4 | KIM |
Kimco Realty Corp
|
17,086 | $433,130 | |
| 5 | ADC |
Agree Realty Corp
|
3,572 | $270,543 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
5,015 | $158,122 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
3,639 | $128,820 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
2,815 | $117,160 |
All Filings in SPG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,952,017 | 8,728 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,295,029 | 6,996 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $389,227 | 2,074 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $325,378 | 2,024 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $252,804 | 1,468 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $259,783 | 1,537 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $135,861 | 895 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $125,348 | 801 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $117,392 | 823 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $48,937 | 453 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $45,037 | 390 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $50,498 | 451 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $37,946 | 323 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $40,297 | 449 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $33,316 | 351 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $57,886 | 440 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $14,686 | 113 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $5,480 | 42 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $910 | 8 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $4,946 | 58 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,751 | 58 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $9,504 | 139 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $7,899 | 144 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||