Position in SPG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,031,496
+$2,891,429 QoQ
Shares Held
85,095
-1.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#204
of 1,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MML INVESTORS SERVICES, LLC holds $37,462,756 across 13 REIT - Retail names. SPG ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
85,095 | $19,031,496 | |
| 2 | O |
Realty Income Corp
|
127,225 | $7,882,861 | |
| 3 | KIM |
Kimco Realty Corp
|
156,343 | $3,963,295 | |
| 4 | REG |
Regency Centers Corp
|
19,905 | $1,587,224 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
41,830 | $1,248,625 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
23,365 | $779,456 | |
| 7 | FRT |
Federal Realty Investment Trust
|
6,169 | $761,501 | |
| 8 | ADC |
Agree Realty Corp
|
8,413 | $637,200 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,031,496 | 85,095 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $16,140,067 | 86,528 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $16,775,223 | 90,623 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $14,749,735 | 78,594 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,553,499 | 71,868 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,589,094 | 63,759 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $9,491,698 | 55,117 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,604,145 | 62,739 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $8,894,721 | 58,595 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,697,928 | 42,801 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,901,302 | 41,372 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,464,879 | 41,330 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,305,671 | 37,285 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,712,481 | 42,087 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,139,729 | 60,774 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,417,405 | 49,219 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,796,705 | 39,999 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,820,370 | 29,039 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,504,075 | 15,673 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,801,514 | 13,861 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,566,281 | 12,004 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,109,371 | 9,751 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $843,675 | 9,893 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $447,391 | 6,917 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $511,277 | 7,477 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $269,636 | 4,915 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||