Position in SPG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$43,164
+$7,164 QoQ
Shares Held
193
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,171
of 1,350 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $179,242 across 8 REIT - Retail names. SPG ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
1,623 | $75,518 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
193 | $43,164 | |
| 3 | O |
Realty Income Corp
|
678 | $42,008 | |
| 4 | REG |
Regency Centers Corp
|
119 | $9,489 | |
| 5 | KIM |
Kimco Realty Corp
|
196 | $4,968 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
88 | $2,774 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
24 | $716 | |
| 8 | ADC |
Agree Realty Corp
|
8 | $605 |
All Filings in SPG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,164 | 193 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $36,000 | 193 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $35,726 | 193 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $36,220 | 193 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $31,026 | 193 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $30,060 | 181 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $36,680 | 213 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $36,508 | 216 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $32,788 | 216 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $35,210 | 225 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $40,795 | 286 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||