ROTHSCHILD INVESTMENT LLC

Position in SPG — Simon Property Group Inc.

CIK 85338 CHICAGO, IL

Position in SPG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$796,641

+$124,760 QoQ

Shares Held

3,562

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#673

of 1,353 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $5,081,490 across 26 REIT - Retail names. SPG ranks #3 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NNN	Nnn REIT, Inc.	30,702	$1,428,564
2	FRT	Federal Realty Investment Trust	8,440	$1,041,833
3	SPG	Simon Property Group Inc. This page	3,562	$796,641
4	KIM	Kimco Realty Corp	26,236	$665,082
5	PECO	Phillips Edison & Company, Inc.	15,137	$630,001
6	REG	Regency Centers Corp	1,754	$139,863
7	KRG	Kite Realty Group Trust	4,312	$122,374
8	GTY	Getty Realty Corp /Md/	3,255	$108,586

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$796,641	3,562	-1.1%	Shares	Sole	2026-08-06
2026-03-31	$671,881	3,602	-0.6%	Shares	Sole	2026-05-07
2025-12-31	$670,838	3,624	+0.8%	Shares	Sole	2026-02-10
2025-09-30	$674,673	3,595	+0.2%	Shares	Sole	2025-11-07
2025-06-30	$576,967	3,589	+0.3%	Shares	Sole	2025-08-11
2025-03-31	$594,068	3,577	+0.9%	Shares	Sole	2025-04-08
2024-12-31	$610,312	3,544	+0.6%	Shares	Sole	2025-02-04
2024-09-30	$595,288	3,522	-0.1%	Shares	Sole	2024-10-18
2024-06-30	$534,943	3,524	+6.6%	Shares	Sole	2024-07-31
2024-03-31	$517,512	3,307	+1.1%	Shares	Sole	2024-07-31
2023-12-31	$466,432	3,270	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.