Position in SPG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,289,932
+$1,047,693 QoQ
Shares Held
28,124
+0.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#330
of 1,353 holders
Holding Since
Mar 2020
26 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, 2026OPPENHEIMER & CO INC holds $17,011,885 across 6 REIT - Retail names. SPG ranks #2 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
127,132 | $7,877,098 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
28,124 | $6,289,932 | |
| 3 | CBL |
Cbl & Associates Properties Inc
|
32,858 | $1,744,431 | |
| 4 | GTY |
Getty Realty Corp /Md/
|
16,075 | $536,262 | |
| 5 | SKT |
Tanger Inc.
|
8,807 | $347,612 | |
| 6 | NNN |
Nnn REIT, Inc.
|
4,654 | $216,550 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,289,932 | 28,124 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,242,239 | 28,104 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,265,824 | 28,447 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,791,026 | 36,186 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,927,542 | 36,872 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5,930,716 | 35,710 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,900,775 | 34,265 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,829,837 | 34,492 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,859,176 | 38,598 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,793,103 | 37,019 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,736,267 | 40,215 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,727,284 | 43,759 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,648,647 | 40,255 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,585,283 | 40,951 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,814,682 | 40,983 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,511,199 | 39,122 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,430,883 | 36,145 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,207,263 | 47,182 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,920,597 | 43,316 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $5,579,092 | 42,926 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,026,220 | 38,521 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,500,741 | 39,560 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,510,131 | 29,434 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,831,414 | 28,315 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,541,080 | 22,537 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,027,966 | 18,738 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||