PINNACLE ASSOCIATES LTD

Position in SPG — Simon Property Group Inc.

CIK 743127 NEW YORK, NY

Position in SPG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,797,251

+$403,499 QoQ

Shares Held

8,036

+7.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#517

of 1,358 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Real Estate · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $2,562,423 across 4 REIT - Retail names. SPG ranks #1 (70.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	8,036	$1,797,251
2	O	Realty Income Corp	8,098	$501,752
3	FRT	Federal Realty Investment Trust	2,134	$263,420
4			13,187	$0

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,797,251	8,036	+7.5%	Shares	Sole	2026-08-03
2026-03-31	$1,393,752	7,472	+6.9%	Shares	Sole	2026-04-22
2025-12-31	$1,294,289	6,992	+11.7%	Shares	Sole	2026-02-05
2025-09-30	$1,174,438	6,258	+17.4%	Shares	Sole	2025-11-13
2025-06-30	$856,850	5,330	+13.9%	Shares	Sole	2025-08-04
2025-03-31	$777,420	4,681	+10.6%	Shares	Sole	2025-05-06
2024-12-31	$728,792	4,232	+92.5%	Shares	Sole	2025-02-14
2024-09-30	$371,505	2,198	-26.3%	Shares	Sole	2024-10-25
2024-06-30	$452,971	2,984	+26.5%	Shares	Sole	2024-07-30
2024-03-31	$369,003	2,358	+7.3%	Shares	Sole	2024-04-26
2023-12-31	$313,522	2,198	-0.6%	Shares	Sole	2024-01-19
2023-09-30	$238,854	2,211	+0.2%	Shares	Sole	2023-10-24
2023-06-30	$254,864	2,207	-1.4%	Shares	Sole	2023-07-27
2023-03-31	$250,700	2,239	+3.7%	Shares	Sole	2023-05-05
2022-12-31	$253,756	2,160	-11.5%	Shares	Sole	2023-02-01
2022-03-31	$321,006	2,440	-3.3%	Shares	Sole	2022-05-05
2021-12-31	$402,939	2,522	-0.2%	Shares	Sole	2022-02-02
2021-09-30	$328,564	2,528	+1.9%	Shares	Sole	2021-10-19
2021-06-30	$323,851	2,482	-9.7%	Shares	Sole	2021-08-02
2021-03-31	$312,753	2,749	-43.9%	Shares	Sole	2021-05-12
2020-06-30	$335,335	4,904	-0.9%	Shares	Sole	2020-08-14
2020-03-31	$271,611	4,951	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.