Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$485,544
+$3,747 QoQ
Shares Held
2,171
-27.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#795
of 1,358 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026INCEPTIONR LLC holds $7,451,074 across 10 REIT - Retail names. SPG ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
12,609 | $1,556,454 | |
| 2 | REG |
Regency Centers Corp
|
18,484 | $1,473,914 | |
| 3 | MAC |
Macerich Co
|
42,190 | $1,062,766 | |
| 4 | BFS |
Saul Centers, Inc.
|
23,048 | $861,764 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
13,891 | $578,143 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
13,717 | $485,581 | |
| 7 | SPG |
Simon Property Group Inc.
This page
|
2,171 | $485,544 | |
| 8 | NNN |
Nnn REIT, Inc.
|
9,552 | $444,454 |
All Filings in SPG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,544 | 2,171 | Shares | Sole | 2026-08-11 | |
| 2025-06-30 | $481,797 | 2,997 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $886,881 | 5,150 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $984,203 | 5,823 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $211,305 | 1,392 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,014,681 | 6,484 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||