Position in SPG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$508,294
-$6,003,875 QoQ
Shares Held
2,725
-92.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026IEQ CAPITAL, LLC holds $34,440,921 across 10 REIT - Retail names. SPG ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
389,438 | $16,368,079 | |
| 2 | FRT |
Federal Realty Investment Trust
|
123,910 | $13,160,481 | |
| 3 | GTY |
Getty Realty Corp /Md/
|
48,569 | $1,544,494 | |
| 4 | CBL |
Cbl & Associates Properties Inc
|
36,204 | $1,391,319 | |
| 5 | SPG |
Simon Property Group Inc.
This page
|
2,725 | $508,294 | |
| 6 | UE |
Urban Edge Properties
|
21,388 | $427,332 | |
| 7 | SITC |
SITE Centers Corp.
|
62,640 | $338,256 | |
| 8 | O |
Realty Income Corp
|
4,058 | $248,268 |
All Filings in SPG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $508,294 | 2,725 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,512,169 | 35,180 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,454,439 | 39,721 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,750,441 | 17,109 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,753,240 | 22,599 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,153,680 | 18,313 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,803,027 | 16,584 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,180,758 | 14,366 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,015,904 | 12,882 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $1,666,463 | 11,683 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $1,162,078 | 10,757 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $1,264,621 | 10,951 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $1,249,473 | 11,159 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $1,302,618 | 11,088 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $1,320,312 | 14,711 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $717,690 | 7,561 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $846,325 | 6,433 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $900,303 | 5,635 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $779,949 | 6,001 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $472,076 | 3,618 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $250,635 | 2,203 | Shares | Other | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||