Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$150,207,363
+$25,989,951 QoQ
Shares Held
671,618
+0.9% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#61
of 1,358 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $784,221,589 across 26 REIT - Retail names. SPG ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
4,982,959 | $308,744,137 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
671,618 | $150,207,363 | |
| 3 | FRT |
Federal Realty Investment Trust
|
854,603 | $105,492,192 | |
| 4 | KIM |
Kimco Realty Corp
|
2,550,709 | $64,660,470 | |
| 5 | ADC |
Agree Realty Corp
|
369,853 | $28,012,664 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
528,754 | $15,783,306 | |
| 7 | REG |
Regency Centers Corp
|
189,131 | $15,081,303 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
348,277 | $11,618,519 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,207,363 | 671,618 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $124,217,412 | 665,938 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $129,744,892 | 700,907 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $142,528,043 | 759,461 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $143,272,042 | 891,217 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $144,217,890 | 868,364 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $146,454,268 | 850,440 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $151,597,754 | 896,922 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $125,411,844 | 826,165 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $131,360,208 | 839,416 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $113,562,120 | 796,145 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $85,567,103 | 792,068 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $104,282,826 | 903,038 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $111,131,565 | 992,512 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $128,625,677 | 1,094,873 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $89,452,746 | 996,688 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $97,269,458 | 1,024,752 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $148,111,692 | 1,125,811 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $167,745,397 | 1,049,918 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $139,666,539 | 1,074,606 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $125,668,286 | 963,123 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $98,319,121 | 864,192 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $79,796,921 | 935,705 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $43,140,392 | 666,982 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $44,483,240 | 650,530 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $43,412,143 | 791,326 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||