COMMONWEALTH EQUITY SERVICES, LLC
Position in SPG — Simon Property Group Inc.
CIK 312272
WALTHAM, MA
Position in SPG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$10,749,723
-$244,145 QoQ
Shares Held
57,630
-3.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $68,670,261 across 17 REIT - Retail names. SPG ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
424,305 | $25,958,979 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
57,630 | $10,749,723 | |
| 3 | KIM |
Kimco Realty Corp
|
311,304 | $6,995,000 | |
| 4 | NNN |
Nnn REIT, Inc.
|
139,342 | $5,856,544 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
129,278 | $4,837,582 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
93,165 | $2,837,805 | |
| 7 | GTY |
Getty Realty Corp /Md/
|
73,410 | $2,334,438 | |
| 8 | REG |
Regency Centers Corp
|
26,406 | $1,997,877 |
All Filings in SPG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,749,723 | 57,630 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,993,868 | 59,391 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,358,539 | 60,524 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,085,439 | 62,736 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $10,682,265 | 64,320 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $10,848,885 | 62,998 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $16,546,212 | 97,895 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $15,715,095 | 103,525 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $16,626,123 | 106,244 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $16,790,582 | 117,713 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $13,233,242 | 122,496 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $14,373,102 | 124,464 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $13,744,093 | 122,748 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $17,662,765 | 150,347 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,226,109 | 125,082 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,959,463 | 115,460 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $12,646,599 | 96,128 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $13,993,135 | 87,583 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $10,033,554 | 77,199 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $11,694,661 | 89,628 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $9,709,586 | 85,344 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,368,212 | 51,222 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,310,387 | 51,181 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,287,436 | 48,076 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,749,967 | 50,127 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||