Position in SPG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$29,008,746
+$5,358,422 QoQ
Shares Held
129,706
+2.3% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
7.94%
of 13F equity value
Holder Rank
#13
of 314 holders
Holding Since
Dec 2021
19 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, 2026Vert Asset Management LLC holds $64,905,205 across 9 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
|
129,706 | $29,008,746 | |
| 2 | KIM |
Kimco Realty Corp
|
348,358 | $8,830,875 | |
| 3 | REG |
Regency Centers Corp
|
87,809 | $7,001,889 | |
| 4 | FRT |
Federal Realty Investment Trust
|
40,678 | $5,021,292 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
149,855 | $4,724,928 | |
| 6 | MAC |
Macerich Co
|
136,262 | $3,432,439 | |
| 7 | KRG |
Kite Realty Group Trust
|
101,386 | $2,877,334 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
63,606 | $2,647,281 |
All Filings in SPG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,008,746 | 129,706 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $23,650,324 | 126,791 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $22,353,698 | 120,759 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $24,175,086 | 128,817 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $19,811,580 | 123,237 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $20,497,925 | 123,422 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $21,594,789 | 125,398 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $20,555,367 | 121,615 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $18,356,718 | 120,927 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $20,777,959 | 132,775 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $18,912,067 | 132,586 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $13,791,325 | 127,662 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $14,215,241 | 123,097 | Shares | Defined | 2023-07-18 | |
| 2023-03-31 | $12,839,711 | 114,671 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,584,733 | 73,074 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,423,228 | 71,568 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,090,826 | 64,168 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,885,969 | 59,942 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,479,153 | 53,071 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||