Position in SPG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,891,311
-$5,792,133 QoQ
Shares Held
53,028
-37.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 41.27947796638169.ToString("F0")%
Shared 18.20716144220047.ToString("F0")%
None 40.513360591417836.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $62,636,171 across 20 REIT - Retail names. SPG ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
320,389 | $13,465,949 | |
| 2 | SPG |
Simon Property Group Inc.
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|
53,028 | $9,891,311 | |
| 3 | O |
Realty Income Corp
|
130,383 | $7,976,831 | |
| 4 | REG |
Regency Centers Corp
|
66,679 | $5,044,933 | |
| 5 | ADC |
Agree Realty Corp
|
48,780 | $3,677,036 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
80,625 | $3,016,987 | |
| 7 | NTST |
NETSTREIT Corp.
|
140,009 | $2,636,369 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
110,928 | $2,623,447 |
All Filings in SPG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,891,311 | 53,028 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $15,683,444 | 84,725 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $14,481,178 | 77,163 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $11,805,570 | 73,436 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $12,618,922 | 75,981 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $12,795,372 | 74,301 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $13,662,899 | 80,836 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $11,635,773 | 76,652 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $11,686,828 | 74,681 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,707,556 | 75,067 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $4,100,709 | 37,959 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $3,938,560 | 34,106 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $4,218,357 | 37,674 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $3,061,175 | 26,057 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||