Position in SPG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$78,482,361
+$12,643,988 QoQ
Shares Held
350,916
-0.6% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#94
of 1,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $227,330,635 across 17 REIT - Retail names. SPG ranks #2 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,331,232 | $82,483,132 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
350,916 | $78,482,361 | |
| 3 | NNN |
Nnn REIT, Inc.
|
471,049 | $21,917,907 | |
| 4 | KIM |
Kimco Realty Corp
|
411,697 | $10,436,516 | |
| 5 | FRT |
Federal Realty Investment Trust
|
78,993 | $9,750,895 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
180,454 | $5,386,550 | |
| 7 | SKT |
Tanger Inc.
|
124,165 | $4,900,791 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
117,256 | $3,911,659 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,482,361 | 350,916 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $65,838,373 | 352,964 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $66,489,657 | 359,190 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $67,832,381 | 361,445 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $59,811,237 | 372,053 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $58,477,428 | 352,104 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $63,239,470 | 367,223 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $62,370,743 | 369,014 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $59,809,045 | 393,999 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $61,082,583 | 390,329 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $54,946,779 | 385,213 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $41,874,694 | 387,621 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $45,518,980 | 394,172 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $41,665,937 | 372,117 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $42,381,847 | 360,758 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $32,130,408 | 357,999 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $45,335,593 | 477,619 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $58,867,573 | 447,458 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $67,370,691 | 421,673 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $53,688,005 | 413,080 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $54,006,581 | 413,907 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $42,304,007 | 371,838 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $19,885,673 | 233,181 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $22,977,632 | 355,251 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $29,297,886 | 428,457 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $50,226,466 | 915,539 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||