JACOBS LEVY EQUITY MANAGEMENT, INC
Position in SPG — Simon Property Group Inc.
CIK 884414
FLORHAM PARK, NJ
Position in SPG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,184,601
-$103,251 QoQ
Shares Held
27,795
-2.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $44,660,291 across 10 REIT - Retail names. SPG ranks #5 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVT |
InvenTrust Properties Corp.
|
346,266 | $10,547,262 | |
| 2 | REG |
Regency Centers Corp
|
88,999 | $6,733,664 | |
| 3 | SITC |
SITE Centers Corp.
|
1,171,207 | $6,324,517 | |
| 4 | ALX |
Alexanders Inc
|
23,569 | $5,566,997 | |
| 5 | SPG |
Simon Property Group Inc.
This page
|
27,795 | $5,184,601 | |
| 6 | WSR |
Whitestone REIT
|
272,874 | $4,406,915 | |
| 7 | SKT |
Tanger Inc.
|
77,407 | $2,630,289 | |
| 8 | PINE |
Alpine Income Property Trust, Inc.
|
81,158 | $1,460,844 |
All Filings in SPG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,184,601 | 27,795 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,287,852 | 28,566 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,360,981 | 28,566 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $523,273 | 3,255 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $539,427 | 3,248 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||