Position in SPG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$10,506,861
+$420,588 QoQ
Shares Held
56,328
+3.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 88.99836670927425.ToString("F0")%
Shared 0.ToString("F0")%
None 11.00163329072575.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Ethic Inc. holds $23,485,514 across 11 REIT - Retail names. SPG ranks #1 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
56,328 | $10,506,861 | |
| 2 | O |
Realty Income Corp
|
110,148 | $6,738,854 | |
| 3 | ADC |
Agree Realty Corp
|
18,450 | $1,390,761 | |
| 4 | REG |
Regency Centers Corp
|
17,591 | $1,330,935 | |
| 5 | KIM |
Kimco Realty Corp
|
55,605 | $1,249,444 | |
| 6 | NNN |
Nnn REIT, Inc.
|
18,650 | $783,859 | |
| 7 | FRT |
Federal Realty Investment Trust
|
3,976 | $422,290 | |
| 8 | CBL |
Cbl & Associates Properties Inc
|
9,257 | $355,746 |
All Filings in SPG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,506,861 | 56,328 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,086,273 | 54,488 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $10,353,941 | 55,171 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,251,328 | 51,327 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,837,615 | 53,213 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,036,891 | 52,476 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,994,216 | 41,381 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,089,422 | 53,290 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,475,712 | 41,381 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,583,214 | 39,142 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,626,891 | 33,573 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,260,172 | 36,891 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,755,361 | 33,539 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,992,450 | 25,472 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,518,300 | 16,917 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,785,635 | 18,812 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,331,637 | 17,723 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,519,572 | 15,770 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,684,671 | 12,962 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,352,555 | 10,366 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $844,742 | 7,425 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $417,701 | 4,898 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||