Position in SPG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$540,114
+$65,396 QoQ
Shares Held
2,415
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#223
of 491 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026STEPHENS INC /AR/ holds $3,758,854 across 7 REIT - Retail names. SPG ranks #4 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
14,920 | $924,443 | |
| 2 | WSR |
Whitestone REIT
|
45,728 | $867,002 | |
| 3 | FRT |
Federal Realty Investment Trust
|
5,077 | $626,704 | |
| 4 | SPG |
Simon Property Group Inc.
This page
|
2,415 | $540,114 | |
| 5 | NNN |
Nnn REIT, Inc.
|
6,783 | $315,612 | |
| 6 | KRG |
Kite Realty Group Trust
|
9,164 | $260,074 | |
| 7 | KIM |
Kimco Realty Corp
|
8,872 | $224,905 |
All Filings in SPG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,114 | 2,415 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $474,718 | 2,545 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $501,277 | 2,708 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $538,425 | 2,869 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $482,762 | 3,003 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $498,738 | 3,003 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $547,800 | 3,181 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $566,724 | 3,353 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $504,886 | 3,326 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $538,169 | 3,439 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $652,863 | 4,577 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $479,005 | 4,434 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $540,330 | 4,679 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $487,965 | 4,358 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $521,023 | 4,435 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $409,619 | 4,564 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $542,657 | 5,717 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $887,240 | 6,744 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,160,888 | 7,266 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $927,205 | 7,134 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $1,046,188 | 8,018 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $976,487 | 8,583 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,357,401 | 15,917 | Shares | Defined | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||