Vanguard Personalized Indexing Management, LLC
Position in SPG — Simon Property Group Inc.
CIK 1767306
OAKLAND, CA
Position in SPG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$10,157,864
+$714,663 QoQ
Shares Held
54,457
+6.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 72.91440953412784.ToString("F0")%
Shared 0.ToString("F0")%
None 27.085590465872155.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Vanguard Personalized Indexing Management, LLC holds $31,214,426 across 19 REIT - Retail names. SPG ranks #1 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
54,457 | $10,157,864 | |
| 2 | O |
Realty Income Corp
|
131,886 | $8,068,785 | |
| 3 | KIM |
Kimco Realty Corp
|
82,160 | $1,846,135 | |
| 4 | NNN |
Nnn REIT, Inc.
|
40,741 | $1,712,344 | |
| 5 | ADC |
Agree Realty Corp
|
19,870 | $1,497,800 | |
| 6 | REG |
Regency Centers Corp
|
16,073 | $1,216,083 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
40,236 | $1,158,796 | |
| 8 | EPRT |
Essential Properties Realty Trust, Inc.
|
32,625 | $990,495 |
All Filings in SPG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,157,864 | 54,457 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,443,201 | 51,014 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,154,167 | 48,778 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,438,686 | 46,272 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,288,785 | 37,866 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,188,882 | 35,938 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,716,763 | 33,823 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,613,961 | 30,395 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,156,687 | 26,562 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,557,013 | 24,937 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,603,772 | 33,359 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,614,524 | 31,300 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,312,296 | 29,582 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,544,019 | 30,167 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,849,657 | 20,609 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,770,163 | 18,649 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,964,322 | 14,931 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,933,057 | 12,099 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,199,883 | 9,232 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,234,993 | 9,465 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $826,766 | 7,267 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $372,247 | 4,365 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $231,942 | 3,586 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||