Truvestments Capital LLC

Position in SPG — Simon Property Group Inc.

CIK 1750405 SARASOTA, FL

Position in SPG

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$5,142,072

-$79,325 QoQ

Shares Held

27,567

-2.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Truvestments Capital LLC holds $23,516,042 across 11 REIT - Retail names. SPG ranks #1 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	27,567	$5,142,072
2	GTY	Getty Realty Corp /Md/	127,790	$4,063,722
3	PINE	Alpine Income Property Trust, Inc.	204,479	$3,680,622
4	O	Realty Income Corp	59,993	$3,670,371
5	EPRT	Essential Properties Realty Trust, Inc.	67,399	$2,046,233
6	SKT	Tanger Inc.	47,959	$1,629,646
7	KIM	Kimco Realty Corp	71,523	$1,607,121
8	ADC	Agree Realty Corp	21,062	$1,587,653

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,142,072	27,567	-2.3%	Shares	Sole	2026-05-13
2025-12-31	$5,221,397	28,207	-2.3%	Shares	Sole	2026-02-13
2025-09-30	$5,417,094	28,865	-2.8%	Shares	Sole	2025-11-14
2025-06-30	$4,771,839	29,683	-0.7%	Shares	Sole	2025-08-13
2025-03-31	$4,964,131	29,890	+28.0%	Shares	Sole	2025-05-14
2024-12-31	$4,021,792	23,354	+1.7%	Shares	Sole	2025-02-10
2024-09-30	$3,880,361	22,958	+1.0%	Shares	Sole	2024-11-13
2024-06-30	$3,451,476	22,737	+2.6%	Shares	Sole	2024-08-14
2024-03-31	$3,467,661	22,159	-3.9%	Shares	Sole	2024-05-14
2023-12-31	$3,288,707	23,056	-2.7%	Shares	Sole	2024-02-14
2023-09-30	$2,560,635	23,703	+2.7%	Shares	Sole	2023-11-13
2023-06-30	$2,664,585	23,074	+3.7%	Shares	Sole	2023-08-10
2023-03-31	$2,492,228	22,258	+2.8%	Shares	Sole	2023-05-12
2022-12-31	$2,542,972	21,646	+3.5%	Shares	Sole	2023-02-14
2022-09-30	$1,877,031	20,914	+1.4%	Shares	Sole	2022-11-15
2022-06-30	$1,958,009	20,628	-4.8%	Shares	Sole	2022-08-09
2022-03-31	$2,850,247	21,665	-3.1%	Shares	Sole	2022-05-02
2021-12-31	$3,571,338	22,353	-0.2%	Shares	Sole	2022-02-14
2021-09-30	$2,911,457	22,401	+1.6%	Shares	Sole	2021-10-29
2021-06-30	$2,877,997	22,057	+9.1%	Shares	Sole	2021-08-12
2021-03-31	$2,300,884	20,224	+14.4%	Shares	Sole	2021-05-18
2020-12-31	$1,506,982	17,671	+4.3%	Shares	Sole	2021-02-17
2020-09-30	$1,096,067	16,946	+79.4%	Shares	Sole	2020-11-13
2020-06-30	$645,849	9,445	+94.4%	Shares	Sole	2020-08-06
2020-03-31	$266,509	4,858	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.