Position in SPG
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$23,410,340
-$3,153,770 QoQ
Shares Held
104,674
-26.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#184
of 1,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $75,750,846 across 23 REIT - Retail names. SPG ranks #1 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
104,674 | $23,410,340 | |
| 2 | NNN |
Nnn REIT, Inc.
|
221,721 | $10,316,678 | |
| 3 | FRT |
Federal Realty Investment Trust
|
78,494 | $9,689,299 | |
| 4 | O |
Realty Income Corp
|
133,109 | $8,247,433 | |
| 5 | REG |
Regency Centers Corp
|
64,729 | $5,161,490 | |
| 6 | KIM |
Kimco Realty Corp
|
162,456 | $4,118,259 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
80,746 | $3,360,648 | |
| 8 | SKT |
Tanger Inc.
|
45,623 | $1,800,739 |
All Filings in SPG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,410,340 | 104,674 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $26,564,110 | 142,412 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,786,020 | 193,323 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $35,448,986 | 188,890 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,592,042 | 171,635 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $28,726,193 | 172,966 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,487,228 | 142,194 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,380,678 | 114,665 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,594,320 | 109,317 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $16,814,850 | 107,450 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,540,151 | 101,936 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $10,049,490 | 93,025 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $9,592,346 | 83,065 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,954,016 | 79,968 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $8,442,230 | 71,861 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,990,633 | 66,748 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,893,962 | 62,094 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,294,356 | 47,844 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,395,112 | 27,509 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,391,827 | 26,097 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,697,674 | 20,675 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,411,658 | 12,408 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,105,143 | 12,959 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $826,739 | 12,782 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $791,361 | 11,573 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $612,731 | 11,169 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||