Position in SPG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,185,040
+$1,042,968 QoQ
Shares Held
27,655
+0.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#334
of 1,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Truvestments Capital LLC holds $26,224,545 across 11 REIT - Retail names. SPG ranks #1 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
27,655 | $6,185,040 | |
| 2 | GTY |
Getty Realty Corp /Md/
|
130,558 | $4,355,414 | |
| 3 | PINE |
Alpine Income Property Trust, Inc.
|
209,111 | $4,341,144 | |
| 4 | O |
Realty Income Corp
|
60,928 | $3,775,098 | |
| 5 | KIM |
Kimco Realty Corp
|
78,641 | $1,993,549 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
64,404 | $1,922,459 | |
| 7 | SKT |
Tanger Inc.
|
47,044 | $1,856,826 | |
| 8 | ADC |
Agree Realty Corp
|
22,344 | $1,692,334 |
All Filings in SPG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,185,040 | 27,655 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,142,072 | 27,567 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,221,397 | 28,207 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,417,094 | 28,865 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,771,839 | 29,683 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,964,131 | 29,890 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,021,792 | 23,354 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,880,361 | 22,958 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,451,476 | 22,737 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,467,661 | 22,159 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,288,707 | 23,056 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,560,635 | 23,703 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,664,585 | 23,074 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,492,228 | 22,258 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,542,972 | 21,646 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,877,031 | 20,914 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,958,009 | 20,628 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,850,247 | 21,665 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,571,338 | 22,353 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,911,457 | 22,401 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,877,997 | 22,057 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,300,884 | 20,224 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,506,982 | 17,671 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,096,067 | 16,946 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $645,849 | 9,445 | 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. | ||||||