Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$107,799,069
+$34,767,171 QoQ
Shares Held
481,999
+23.1% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#78
of 1,358 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)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $556,617,821 across 23 REIT - Retail names. SPG ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRX |
Brixmor Property Group Inc.
|
8,062,937 | $254,224,402 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
481,999 | $107,799,069 | |
| 3 | O |
Realty Income Corp
|
821,170 | $50,879,690 | |
| 4 | KRG |
Kite Realty Group Trust
|
1,667,532 | $47,324,555 | |
| 5 | REG |
Regency Centers Corp
|
241,144 | $19,228,818 | |
| 6 | FRT |
Federal Realty Investment Trust
|
88,567 | $10,932,708 | |
| 7 | ADC |
Agree Realty Corp
|
142,162 | $10,767,348 | |
| 8 | NNN |
Nnn REIT, Inc.
|
195,463 | $9,094,891 |
All Filings in SPG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,799,069 | 481,999 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $73,031,898 | 391,529 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $79,053,998 | 427,065 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $89,025,951 | 474,375 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $90,894,180 | 565,403 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $123,734,410 | 745,029 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $130,426,855 | 757,371 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $138,583,042 | 819,921 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $125,438,711 | 826,342 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $133,159,214 | 850,912 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $80,423,994 | 563,825 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $25,998,170 | 240,657 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $28,028,955 | 242,717 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $30,684,032 | 274,038 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $31,358,464 | 266,926 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $16,272,569 | 181,310 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,544,784 | 205,908 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $26,048,877 | 198,000 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $33,005,762 | 206,583 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $25,384,047 | 195,307 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $24,521,495 | 187,933 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $43,362,409 | 381,141 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $36,275,634 | 425,371 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $28,648,968 | 442,934 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $30,445,028 | 445,233 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $20,290,407 | 369,858 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||