MERCER GLOBAL ADVISORS INC /ADV

Position in SPG — Simon Property Group Inc.

CIK 853758 DENVER, CO

Position in SPG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$26,564,110

-$9,221,910 QoQ

Shares Held

142,412

-26.3% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 2.9871078279920233.ToString("F0")% Shared 0.ToString("F0")% None 97.01289217200798.ToString("F0")%

Real Estate · as of Mar 31, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $64,730,133 across 23 REIT - Retail names. SPG ranks #1 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	142,412	$26,564,110
2	O	Realty Income Corp	144,870	$8,863,146
3	FRT	Federal Realty Investment Trust	68,563	$7,282,076
4	REG	Regency Centers Corp	74,798	$5,659,216
5	NNN	Nnn REIT, Inc.	93,719	$3,939,009
6	KIM	Kimco Realty Corp	104,261	$2,342,744
7	PECO	Phillips Edison & Company, Inc.	44,719	$1,673,384
8	BRX	Brixmor Property Group Inc.	50,963	$1,467,734

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$26,564,110	142,412	-26.3%	Shares	Sole	2026-05-15
2025-12-31	$35,786,020	193,323	+2.3%	Shares	Sole	2026-02-18
2025-09-30	$35,448,986	188,890	+10.1%	Shares	Sole	2025-11-14
2025-06-30	$27,592,042	171,635	-0.8%	Shares	Sole	2025-08-14
2025-03-31	$28,726,193	172,966	+21.6%	Shares	Sole	2025-05-15
2024-12-31	$24,487,228	142,194	+24.0%	Shares	Sole	2025-02-14
2024-09-30	$19,380,678	114,665	+4.9%	Shares	Sole	2024-11-14
2024-06-30	$16,594,320	109,317	+1.7%	Shares	Sole	2024-08-12
2024-03-31	$16,814,850	107,450	+5.4%	Shares	Sole	2024-05-15
2023-12-31	$14,540,151	101,936	+9.6%	Shares	Sole	2024-02-15
2023-09-30	$10,049,490	93,025	+12.0%	Shares	Sole	2023-11-15
2023-06-30	$9,592,346	83,065	+3.9%	Shares	Sole	2023-08-14
2023-03-31	$8,954,016	79,968	+11.3%	Shares	Sole	2023-05-16
2022-12-31	$8,442,230	71,861	+7.7%	Shares	Sole	2023-02-09
2022-09-30	$5,990,633	66,748	+7.5%	Shares	Sole	2022-11-15
2022-06-30	$5,893,962	62,094	+29.8%	Shares	Sole	2022-08-10
2022-03-31	$6,294,356	47,844	+73.9%	Shares	Sole	2022-05-10
2021-12-31	$4,395,112	27,509	+5.4%	Shares	Sole	2022-02-04
2021-09-30	$3,391,827	26,097	+26.2%	Shares	Sole	2021-11-10
2021-06-30	$2,697,674	20,675	+66.6%	Shares	Sole	2021-08-10
2021-03-31	$1,411,658	12,408	-4.3%	Shares	Sole	2021-08-10
2020-12-31	$1,105,143	12,959	+1.4%	Shares	Sole	2021-02-12
2020-09-30	$826,739	12,782	+10.4%	Shares	Sole	2020-12-10
2020-06-30	$791,361	11,573	+3.6%	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.