Position in SPG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,058,076,493
-$111,151,005 QoQ
Shares Held
5,672,420
-10.2% QoQ
Ownership
1.75%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 44.08620026129946.ToString("F0")%
Shared 3.8074232527604184.ToString("F0")%
None 52.10637648594012.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026JPMORGAN CHASE & CO holds $4,306,188,887 across 26 REIT - Retail names. SPG ranks #1 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
5,672,420 | $1,058,076,493 | |
| 2 | O |
Realty Income Corp
|
13,833,893 | $846,357,566 | |
| 3 | REG |
Regency Centers Corp
|
10,283,412 | $778,042,941 | |
| 4 | KIM |
Kimco Realty Corp
|
21,549,272 | $484,212,136 | |
| 5 | ADC |
Agree Realty Corp
|
2,766,748 | $208,557,460 | |
| 6 | KRG |
Kite Realty Group Trust
|
6,512,762 | $159,888,303 | |
| 7 | MAC |
Macerich Co
|
7,904,430 | $149,393,724 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
3,913,087 | $112,696,902 |
All Filings in SPG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,058,076,493 | 5,672,420 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,169,227,498 | 6,316,393 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,249,476,636 | 6,657,839 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $1,046,930,682 | 6,512,383 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $805,852,537 | 4,852,195 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $811,201,739 | 4,710,538 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $754,472,821 | 4,463,808 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $632,331,696 | 4,165,558 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $723,477,204 | 4,623,153 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $610,302,777 | 4,278,623 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $498,005,763 | 4,609,884 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $542,949,422 | 4,701,675 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $365,504,895 | 3,264,311 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $388,091,767 | 3,303,471 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $349,183,499 | 3,890,624 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $358,163,434 | 3,773,319 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $420,502,853 | 3,196,282 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $591,345,350 | 3,701,229 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $343,424,922 | 2,642,340 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $305,101,117 | 2,338,298 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $289,623,828 | 2,545,696 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $209,515,558 | 2,456,796 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $155,082,323 | 2,397,686 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $141,022,461 | 2,062,335 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $166,000,975 | 3,025,902 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||