Position in SPG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$410,396
+$61,026 QoQ
Shares Held
1,835
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#840
of 1,353 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $1,527,212 across 10 REIT - Retail names. SPG ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
15,965 | $989,191 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
1,835 | $410,396 | |
| 3 | NNN |
Nnn REIT, Inc.
|
821 | $38,201 | |
| 4 | CURB |
Curbline Properties Corp.
|
1,250 | $38,000 | |
| 5 | KRG |
Kite Realty Group Trust
|
1,086 | $30,820 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
362 | $10,805 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
96 | $3,026 | |
| 8 | SITC |
SITE Centers Corp.
|
625 | $2,481 |
All Filings in SPG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,396 | 1,835 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $349,370 | 1,873 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $336,343 | 1,817 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $392,042 | 2,089 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $335,826 | 2,089 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $375,505 | 2,261 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $387,816 | 2,252 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $380,632 | 2,252 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $341,853 | 2,252 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $352,415 | 2,252 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||