Position in SPG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$238,935,227
+$8,542,330 QoQ
Shares Held
1,280,948
+2.9% QoQ
Ownership
0.395%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Derivatives in SPG
reported options exposure · as of Mar 31, 2026CallValue
$1,324,363
CallShares
7,100
PutValue
$7,162,752
PutShares
38,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Retail
Real Estate · as of Mar 31, 2026HSBC HOLDINGS PLC holds $918,739,846 across 23 REIT - Retail names. SPG ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
4,145,348 | $253,612,387 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
1,280,948 | $238,935,227 | |
| 3 | REG |
Regency Centers Corp
|
1,377,387 | $104,213,095 | |
| 4 | KIM |
Kimco Realty Corp
|
3,843,354 | $86,360,161 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
1,185,473 | $34,141,622 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
1,027,521 | $31,195,536 | |
| 7 | FRT |
Federal Realty Investment Trust
|
272,683 | $28,961,660 | |
| 8 | ADC |
Agree Realty Corp
|
365,065 | $27,518,598 |
All Filings in SPG
Export CSV
46 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,162,752 | 38,400 | Put | Defined | 2026-04-30 | |
| 2026-03-31 | $238,935,227 | 1,280,948 | Shares | Defined | 2026-04-30 | |
| 2026-03-31 | $1,324,363 | 7,100 | Call | Defined | 2026-04-30 | |
| 2025-12-31 | $230,392,897 | 1,244,627 | Shares | Sole | 2026-03-20 | |
| 2025-12-31 | $3,294,958 | 17,800 | Put | Defined | 2026-03-20 | |
| 2025-12-31 | $795,973 | 4,300 | Call | Defined | 2026-03-20 | |
| 2025-09-30 | $228,280,283 | 1,216,392 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $319,039 | 1,700 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $160,322,407 | 997,278 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $254,426,585 | 1,531,952 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $5,364,384 | 32,300 | Put | Defined | 2025-05-14 | |
| 2025-03-31 | $1,278,816 | 7,700 | Call | Defined | 2025-05-14 | |
| 2024-12-31 | $34,442 | 200 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $184,648,208 | 1,072,227 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $201,464,231 | 1,191,955 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $33,804 | 200 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $163,122,303 | 1,074,587 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $157,597,008 | 1,007,074 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $121,989,576 | 855,227 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $570,560 | 4,000 | Call | Defined | 2024-02-12 | |
| 2023-09-30 | $83,018,676 | 768,478 | Shares | Defined | 2023-11-13 | |
| 2023-09-30 | $1,609,647 | 14,900 | Call | Defined | 2023-11-13 | |
| 2023-06-30 | $1,108,608 | 9,600 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $81,801,410 | 708,360 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $61,792,432 | 551,866 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $69,636,034 | 592,748 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $3,888,588 | 33,100 | Call | Defined | 2023-02-14 | |
| 2022-09-30 | $484,650 | 5,400 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $47,412,949 | 528,278 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $46,469,508 | 489,565 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $64,902,099 | 493,327 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $92,713,890 | 580,296 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $63,487,744 | 488,480 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $80,882,072 | 619,881 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $52,121,903 | 458,134 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $42,182,897 | 494,640 | Shares | Sole | 2021-02-25 | |
| 2020-12-31 | $366,704 | 4,300 | Call | Defined | 2021-02-25 | |
| 2020-09-30 | $1,617,000 | 25,000 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $122,892 | 1,900 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $29,570,658 | 457,184 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $30,790,828 | 450,290 | Shares | Defined | 2020-08-14 | |
| 2020-06-30 | $259,844 | 3,800 | Put | Defined | 2020-08-14 | |
| 2020-06-30 | $403,442 | 5,900 | Call | Defined | 2020-08-14 | |
| 2020-03-31 | $26,946,134 | 491,180 | Shares | Defined | 2020-05-15 | |
| 2020-03-31 | $3,072,160 | 56,000 | Put | Defined | 2020-05-15 | |
| 2020-03-31 | $1,618,370 | 29,500 | Call | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||