Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$363,654
+$58,865 QoQ
Shares Held
1,626
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#879
of 1,353 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Fiduciary Trust Co holds $572,925 across 2 REIT - Retail names. SPG ranks #1 (63.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,626 | $363,654 | |
| 2 | NTST |
NETSTREIT Corp.
|
9,904 | $209,271 |
All Filings in SPG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,654 | 1,626 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $304,789 | 1,634 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $349,857 | 1,890 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $340,995 | 1,817 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $242,586 | 1,509 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $252,772 | 1,522 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $265,547 | 1,542 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $254,205 | 1,504 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $229,672 | 1,513 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $232,387 | 1,485 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $217,811 | 1,527 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $233,961 | 2,026 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $844,812 | 7,545 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $916,930 | 7,805 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $719,256 | 8,014 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $760,688 | 8,014 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,176,277 | 8,941 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,545,934 | 9,676 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,257,589 | 9,676 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,339,768 | 10,268 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,282,415 | 11,272 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $943,026 | 11,058 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $861,537 | 13,320 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,548,396 | 22,644 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,521,090 | 45,955 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||