DIMENSIONAL FUND ADVISORS LP

Position in SPG — Simon Property Group Inc.

CIK 354204 AUSTIN, TX

Back to SPG Full portfolio

Position in SPG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,018,162,373

+$158,915,474 QoQ

Shares Held

4,552,481

-1.2% QoQ

Ownership

1.41%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#13

of 1,358 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 7% None 1%

Common Shares in SPG Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $3,639,941,684 across 25 REIT - Retail names. SPG ranks #1 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	4,552,481	$1,018,162,373
2	O	Realty Income Corp	13,479,666	$835,200,102
3	KIM	Kimco Realty Corp	10,581,679	$268,245,560
4	REG	Regency Centers Corp	2,680,213	$213,720,182
5	FRT	Federal Realty Investment Trust	1,285,647	$158,700,263
6	BRX	Brixmor Property Group Inc.	4,775,514	$150,571,954
7	ADC	Agree Realty Corp	1,794,541	$135,918,533
8	NNN	Nnn REIT, Inc.	2,818,943	$131,165,416

All Filings in SPG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,018,162,373	4,552,481	-1.2%	Shares	Sole	2026-08-11
2026-03-31	$859,246,899	4,606,481	+2.3%	Shares	Sole	2026-05-07
2025-12-31	$833,172,147	4,500,957	-0.3%	Shares	Sole	2026-02-12
2025-09-30	$847,262,111	4,514,638	-1.3%	Shares	Sole	2025-11-12
2025-06-30	$735,444,042	4,574,795	+1.1%	Shares	Sole	2025-08-12
2025-03-31	$751,746,004	4,526,409	-0.2%	Shares	Sole	2025-05-13
2024-12-31	$780,883,487	4,534,484	+0.0%	Shares	Sole	2025-02-13
2024-09-30	$766,385,355	4,534,288	-1.9%	Shares	Sole	2024-11-07
2024-06-30	$701,470,682	4,621,019	-0.4%	Shares	Sole	2024-08-09
2024-03-31	$726,180,888	4,640,430	-0.1%	Shares	Sole	2024-05-10
2023-12-31	$662,242,856	4,642,757	-0.6%	Shares	Sole	2024-02-07
2023-09-30	$504,708,811	4,671,932	+0.4%	Shares	Sole	2023-11-09
2023-06-30	$537,434,448	4,653,918	+1.1%	Shares	Sole	2023-08-09
2023-03-31	$515,629,350	4,605,067	+2.8%	Shares	Sole	2023-05-12
2022-12-31	$526,132,062	4,478,482	-0.8%	Shares	Sole	2023-02-09
2022-09-30	$405,124,407	4,513,921	-6.1%	Shares	Sole	2022-11-10
2022-06-30	$456,493,628	4,809,246	-2.0%	Shares	Sole	2022-08-12
2022-03-31	$645,826,724	4,908,990	+0.4%	Shares	Defined	2022-05-13
2021-12-31	$781,290,797	4,890,097	-2.1%	Shares	Defined	2022-02-09
2021-09-30	$648,987,259	4,993,362	-0.6%	Shares	Defined	2021-11-12
2021-06-30	$655,588,931	5,024,440	-1.2%	Shares	Defined	2021-08-12
2021-03-31	$578,416,691	5,084,088	+0.9%	Shares	Defined	2021-05-14
2020-12-31	$429,509,052	5,036,457	+3.7%	Shares	Defined	2021-03-08
2020-09-30	$314,160,332	4,857,148	+6.1%	Shares	Defined	2020-11-12
2020-06-30	$313,096,224	4,578,769	+1.2%	Shares	Defined	2020-08-13
2020-03-31	$248,242,926	4,525,026	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.