Hennion & Walsh Asset Management, Inc.
Position in SPG — Simon Property Group Inc.
CIK 1861642
Parsippany, NJ
Position in SPG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,819,786
-$30,758 QoQ
Shares Held
9,756
-2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Hennion & Walsh Asset Management, Inc. holds $6,037,902 across 7 REIT - Retail names. SPG ranks #1 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
9,756 | $1,819,786 | |
| 2 | EPRT |
Essential Properties Realty Trust, Inc.
|
36,304 | $1,102,189 | |
| 3 | BRX |
Brixmor Property Group Inc.
|
35,073 | $1,010,102 | |
| 4 | KRG |
Kite Realty Group Trust
|
27,613 | $677,899 | |
| 5 | MAC |
Macerich Co
|
35,240 | $666,036 | |
| 6 | SKT |
Tanger Inc.
|
14,751 | $501,238 | |
| 7 | SITC |
SITE Centers Corp.
|
48,269 | $260,652 |
All Filings in SPG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,819,786 | 9,756 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,850,544 | 9,997 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,998,310 | 10,648 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,718,363 | 10,689 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,678,404 | 10,106 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,430,892 | 8,309 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,389,175 | 8,219 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $963,626 | 6,348 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $697,162 | 4,455 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $410,660 | 2,879 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $282,606 | 2,616 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||