Position in SPG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$33,410,176
+$18,773,356 QoQ
Shares Held
149,386
+90.4% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#155
of 1,353 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MEEDER ASSET MANAGEMENT INC holds $35,601,061 across 9 REIT - Retail names. SPG ranks #1 (93.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
149,386 | $33,410,176 | |
| 2 | CBL |
Cbl & Associates Properties Inc
|
26,591 | $1,411,713 | |
| 3 | KRG |
Kite Realty Group Trust
|
23,888 | $677,941 | |
| 4 | O |
Realty Income Corp
|
680 | $42,132 | |
| 5 | KIM |
Kimco Realty Corp
|
637 | $16,147 | |
| 6 | REG |
Regency Centers Corp
|
171 | $13,635 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
277 | $11,528 | |
| 8 | FRT |
Federal Realty Investment Trust
|
88 | $10,862 |
All Filings in SPG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,410,176 | 149,386 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $14,636,820 | 78,469 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $23,628,918 | 127,648 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $22,087,254 | 117,692 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $26,913,791 | 167,416 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $27,777,375 | 167,253 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $28,232,620 | 163,943 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $27,711,332 | 163,953 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $25,654 | 169 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $225,970 | 1,444 | Shares | Defined | 2024-05-07 | |
| 2023-06-30 | $3,376,173 | 29,236 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,402,314 | 21,455 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $846,073 | 9,427 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $649,632 | 6,844 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $810,146 | 6,158 | Shares | Defined | 2022-05-10 | |
| 2021-09-30 | $618,007 | 4,755 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $591,857 | 4,536 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $794,341 | 6,982 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $203,648 | 2,388 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $2,986,402 | 46,172 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $4,459,263 | 65,213 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $4,235,354 | 77,203 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||