Position in SPG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,586,089,395
+$103,059,532 QoQ
Shares Held
8,503,133
+6.1% QoQ
Ownership
2.62%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 11.95742792685943.ToString("F0")%
Shared 0.ToString("F0")%
None 88.04257207314056.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Derivatives in SPG
reported options exposure · as of Sep 30, 2025CallValue
$4,616,682
CallShares
24,600
PutValue
$4,879,420
PutShares
26,000
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 Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $3,628,397,555 across 26 REIT - Retail names. SPG ranks #1 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
8,503,133 | $1,586,089,395 | |
| 2 | O |
Realty Income Corp
|
17,332,135 | $1,060,380,014 | |
| 3 | KIM |
Kimco Realty Corp
|
8,753,550 | $196,692,265 | |
| 4 | KRG |
Kite Realty Group Trust
|
5,952,067 | $146,123,242 | |
| 5 | ADC |
Agree Realty Corp
|
1,526,561 | $115,072,165 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
2,631,594 | $75,789,905 | |
| 7 | NTST |
NETSTREIT Corp.
|
3,433,461 | $64,652,070 | |
| 8 | REG |
Regency Centers Corp
|
719,536 | $54,440,091 |
All Filings in SPG
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,586,089,395 | 8,503,133 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $1,483,029,863 | 8,011,614 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,616,682 | 24,600 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $4,879,420 | 26,000 | Put | Defined | 2026-02-03 | |
| 2025-09-30 | $1,418,932,330 | 7,560,784 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $3,954,696 | 24,600 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $1,230,857,329 | 7,656,490 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $6,173,184 | 38,400 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $1,097,038,447 | 6,605,482 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $6,875,712 | 41,400 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $6,161,568 | 37,100 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $2,927,570 | 17,000 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $1,108,766,849 | 6,438,458 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $2,359,277 | 13,700 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $625,374 | 3,700 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $1,100,948,444 | 6,513,717 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $1,233,846 | 7,300 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $983,866,802 | 6,481,336 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $7,665,900 | 50,500 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $14,102,220 | 92,900 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $31,986,556 | 204,400 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $299,736,561 | 1,915,372 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $8,653,897 | 55,300 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $4,421,840 | 31,000 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $21,495,848 | 150,700 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $204,331,796 | 1,432,500 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $168,164,679 | 1,556,648 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $3,348,930 | 31,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $16,193,697 | 149,900 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $5,416,012 | 46,900 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $17,310,452 | 149,900 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $182,987,640 | 1,584,583 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $231,190,726 | 2,064,756 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $548,653 | 4,900 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $18,183,928 | 162,400 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $196,549,205 | 1,673,044 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $152,717,341 | 1,701,586 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $128,253,526 | 1,351,175 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $214,082,322 | 1,627,260 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $8,551,400 | 65,000 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $219,916,850 | 1,376,459 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $190,113,353 | 1,462,748 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $158,638,754 | 1,215,809 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $124,621,037 | 1,095,377 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $96,943,485 | 1,136,767 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $71,222,636 | 1,101,154 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $79,857,169 | 1,167,844 | Shares | Defined | 2020-08-14 | |
| 2020-06-30 | $20,514 | 300 | Put | Defined | 2020-08-14 | |
| 2020-03-31 | $5,486 | 100 | Put | Defined | 2020-05-15 | |
| 2020-03-31 | $100,775,897 | 1,836,965 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||