Position in SPG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$12,501,359
+$1,610,438 QoQ
Shares Held
55,897
-4.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#239
of 1,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Derivatives in SPG
reported options exposure · as of Dec 31, 2023CallValue
$285
CallShares
2
PutValue
$28
PutShares
2
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Retail
Real Estate · as of Jun 30, 2026M&T Bank Corp holds $41,931,238 across 22 REIT - Retail names. SPG ranks #1 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
55,897 | $12,501,359 | |
| 2 | O |
Realty Income Corp
|
132,609 | $8,216,450 | |
| 3 | GTY |
Getty Realty Corp /Md/
|
81,915 | $2,732,683 | |
| 4 | ADC |
Agree Realty Corp
|
33,785 | $2,558,872 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
71,064 | $2,240,645 | |
| 6 | REG |
Regency Centers Corp
|
26,721 | $2,130,727 | |
| 7 | KIM |
Kimco Realty Corp
|
83,953 | $2,128,203 | |
| 8 | EPRT |
Essential Properties Realty Trust, Inc.
|
46,177 | $1,378,379 |
All Filings in SPG
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,501,359 | 55,897 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $10,890,921 | 58,387 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $11,012,743 | 59,493 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $4,705,070 | 25,071 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,271,184 | 57,671 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $9,440,315 | 56,842 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $9,946,844 | 57,760 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $9,624,163 | 56,941 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $8,983,216 | 59,178 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $8,921,021 | 57,007 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $28 | 2 | Put | Defined | 2024-02-06 | |
| 2023-12-31 | $7,279,629 | 51,035 | Shares | Defined | 2024-02-06 | |
| 2023-12-31 | $285 | 2 | Call | Defined | 2024-02-06 | |
| 2023-09-30 | $5,541,611 | 51,297 | Shares | Defined | 2023-11-02 | |
| 2023-09-30 | $216 | 2 | Put | Defined | 2023-11-02 | |
| 2023-09-30 | $20 | 2 | Call | Defined | 2023-11-02 | |
| 2023-06-30 | $230 | 2 | Call | Defined | 2023-08-09 | |
| 2023-06-30 | $230 | 2 | Put | Defined | 2023-08-09 | |
| 2023-06-30 | $5,930,933 | 51,359 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $5,817,171 | 51,953 | Shares | Defined | 2023-05-11 | |
| 2023-03-31 | $263 | 12 | Call | Defined | 2023-05-11 | |
| 2023-03-31 | $223 | 2 | Put | Defined | 2023-05-11 | |
| 2022-12-31 | $5,987,478 | 50,966 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,450,876 | 49,592 | Shares | Defined | 2022-11-17 | |
| 2022-09-30 | $897 | 10 | Call | Defined | 2022-11-17 | |
| 2022-06-30 | $4,691,415 | 49,425 | Shares | Defined | 2022-08-05 | |
| 2022-06-30 | $949 | 10 | Call | Defined | 2022-08-05 | |
| 2022-03-31 | $5,678,651 | 43,164 | Shares | Defined | 2022-05-09 | |
| 2022-03-31 | $1,315 | 10 | Call | Defined | 2022-05-09 | |
| 2021-12-31 | $6,431,058 | 40,252 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $4,665,140 | 35,894 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $4,610,376 | 35,334 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,552,236 | 31,223 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $2,710,109 | 31,779 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,271,299 | 35,116 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $2,664,834 | 38,971 | Shares | Defined | 2020-07-29 | |
| 2020-03-31 | $2,597,231 | 47,343 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||