Position in SPG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$137,290,929
+$4,873,232 QoQ
Shares Held
736,026
+2.9% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026SEI INVESTMENTS CO holds $583,520,244 across 22 REIT - Retail names. SPG ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
736,026 | $137,290,929 | |
| 2 | O |
Realty Income Corp
|
1,376,636 | $84,222,589 | |
| 3 | ADC |
Agree Realty Corp
|
1,051,454 | $79,258,602 | |
| 4 | KIM |
Kimco Realty Corp
|
3,243,855 | $72,889,421 | |
| 5 | FRT |
Federal Realty Investment Trust
|
400,662 | $42,554,310 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
1,323,745 | $40,188,898 | |
| 7 | KRG |
Kite Realty Group Trust
|
1,475,845 | $36,231,994 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
1,080,138 | $31,107,973 |
All Filings in SPG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,290,929 | 736,026 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $132,417,697 | 715,346 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $149,478,967 | 796,499 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $146,647,200 | 912,212 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $171,453,019 | 1,032,352 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $194,277,505 | 1,128,143 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $180,909,373 | 1,070,343 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $158,518,212 | 1,044,257 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $160,990,182 | 1,028,757 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $155,028,568 | 1,086,852 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $103,289,966 | 956,123 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $105,444,787 | 913,100 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $95,207,978 | 850,299 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $92,831,755 | 790,192 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $62,146,849 | 692,444 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $50,599,004 | 533,070 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $79,592,615 | 604,991 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $97,845,703 | 612,416 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $74,675,822 | 574,562 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $80,636,378 | 617,998 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $65,035,710 | 571,642 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $57,278,141 | 671,648 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $42,699,860 | 660,171 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $35,652,305 | 521,385 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $24,396,570 | 444,706 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||