UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in SPG — Simon Property Group Inc.
CIK 861177
NEW YORK, NY
Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$806,166,548
+$801,251,483 QoQ
Shares Held
3,604,590
+13579.7% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#18
of 1,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $2,299,494,699 across 26 REIT - Retail names. SPG ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
3,604,590 | $806,166,548 | |
| 2 | O |
Realty Income Corp
|
10,354,693 | $641,576,773 | |
| 3 | KIM |
Kimco Realty Corp
|
6,304,565 | $159,820,718 | |
| 4 | REG |
Regency Centers Corp
|
1,953,088 | $155,739,234 | |
| 5 | FRT |
Federal Realty Investment Trust
|
558,833 | $68,982,341 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
2,103,546 | $66,324,800 | |
| 7 | NNN |
Nnn REIT, Inc.
|
1,180,472 | $54,927,358 | |
| 8 | ADC |
Agree Realty Corp
|
719,613 | $54,503,486 |
All Filings in SPG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $806,166,548 | 3,604,590 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,915,065 | 26,350 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $981,268 | 5,301 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,031,340 | 10,824 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $70,813,975 | 440,495 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $603,972,667 | 3,636,637 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $587,428,797 | 3,411,119 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $539,392,845 | 3,191,296 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $67,519,577 | 444,793 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $421,184,223 | 2,691,445 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $402,069,774 | 2,818,773 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $291,801,989 | 2,701,120 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $299,186,039 | 2,590,804 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $290,092,319 | 2,590,804 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $299,235,065 | 2,547,115 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $212,410,962 | 2,366,696 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $235,698,126 | 2,483,124 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $347,068,166 | 2,638,098 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $420,192,698 | 2,629,985 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $328,761,710 | 2,529,520 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $335,742,520 | 2,573,134 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $312,228,563 | 2,744,384 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $227,882,823 | 2,672,172 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $146,403,303 | 2,263,502 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $164,297,305 | 2,402,710 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $133,445,464 | 2,432,473 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||