STIFEL FINANCIAL CORP

Position in SPG — Simon Property Group Inc.

CIK 720672 ST. LOUIS, MO

Back to SPG Full portfolio

Position in SPG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$65,838,373

-$651,284 QoQ

Shares Held

352,964

-1.7% QoQ

Ownership

0.109%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 84.34911209075146.ToString("F0")% Shared 0.ToString("F0")% None 15.650887909248535.ToString("F0")%

Common Shares in SPG Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $201,219,405 across 16 REIT - Retail names. SPG ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	1,255,063	$76,784,752
2	SPG	Simon Property Group Inc. This page	352,964	$65,838,373
3	NNN	Nnn REIT, Inc.	458,179	$19,257,260
4	KIM	Kimco Realty Corp	439,337	$9,871,901
5	FRT	Federal Realty Investment Trust	75,938	$8,065,374
6	EPRT	Essential Properties Realty Trust, Inc.	175,734	$5,335,283
7	SKT	Tanger Inc.	131,137	$4,456,033
8	GTY	Getty Realty Corp /Md/	107,628	$3,422,569

All Filings in SPG

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$65,838,373	352,964	-1.7%	Shares	Defined	2026-05-12
2025-12-31	$66,489,657	359,190	-0.6%	Shares	Defined	2026-02-13
2025-09-30	$67,832,381	361,445	-2.9%	Shares	Defined	2025-11-12
2025-06-30	$59,811,237	372,053	+5.7%	Shares	Defined	2025-08-14
2025-03-31	$58,477,428	352,104	-4.1%	Shares	Defined	2025-05-14
2024-12-31	$63,239,470	367,223	-0.5%	Shares	Defined	2025-02-13
2024-09-30	$62,370,743	369,014	-6.3%	Shares	Defined	2024-11-14
2024-06-30	$59,809,045	393,999	+0.9%	Shares	Defined	2024-08-13
2024-03-31	$61,082,583	390,329	+1.3%	Shares	Defined	2024-05-14
2023-12-31	$54,946,779	385,213	-0.6%	Shares	Defined	2024-02-12
2023-09-30	$41,874,694	387,621	-1.7%	Shares	Defined	2023-11-13
2023-06-30	$45,518,980	394,172	+5.9%	Shares	Defined	2023-08-14
2023-03-31	$41,665,937	372,117	+3.1%	Shares	Defined	2023-05-12
2022-12-31	$42,381,847	360,758	+0.8%	Shares	Defined	2023-02-13
2022-09-30	$32,130,408	357,999	-25.0%	Shares	Defined	2022-11-14
2022-06-30	$45,335,593	477,619	+6.7%	Shares	Defined	2022-08-15
2022-03-31	$58,867,573	447,458	+6.1%	Shares	Defined	2022-05-13
2021-12-31	$67,370,691	421,673	+2.1%	Shares	Defined	2022-02-14
2021-09-30	$53,688,005	413,080	-0.2%	Shares	Defined	2021-11-15
2021-06-30	$54,006,581	413,907	+11.3%	Shares	Defined	2021-08-13
2021-03-31	$42,304,007	371,838	+59.5%	Shares	Defined	2021-05-14
2020-12-31	$19,885,673	233,181	-34.4%	Shares	Defined	2021-02-12
2020-09-30	$22,977,632	355,251	-17.1%	Shares	Defined	2020-11-16
2020-06-30	$29,297,886	428,457	-53.2%	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.