Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$20,030,539
+$4,338,705 QoQ
Shares Held
89,562
+6.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#199
of 1,353 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, 2026LGT Group Foundation holds $34,061,131 across 2 REIT - Retail names. SPG ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
89,562 | $20,030,539 | |
| 2 | O |
Realty Income Corp
|
226,446 | $14,030,592 |
All Filings in SPG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,030,539 | 89,562 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $15,691,834 | 84,125 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $13,259,242 | 71,629 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $13,411,460 | 71,463 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $11,347,726 | 70,588 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $12,005,922 | 72,290 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,124,960 | 70,408 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $11,902,049 | 70,418 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,659,699 | 70,222 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $11,787,921 | 75,327 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $15,904,358 | 111,500 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $12,355,929 | 114,375 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $13,101,898 | 113,456 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $12,589,345 | 112,435 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $13,117,228 | 111,655 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $7,703,152 | 85,829 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $12,252,842 | 129,086 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $16,249,106 | 123,511 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $14,996,970 | 93,866 | Shares | Defined | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||