CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SPG — Simon Property Group Inc.
CIK 884546
SAN FRANCISCO, CA
Position in SPG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$796,905,590
+$11,418,887 QoQ
Shares Held
4,272,265
+0.7% QoQ
Ownership
1.32%
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 99.99641876147663.ToString("F0")%
Shared 0.ToString("F0")%
None 0.003581238523359389.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $3,405,276,704 across 26 REIT - Retail names. SPG ranks #1 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
4,272,265 | $796,905,590 | |
| 2 | O |
Realty Income Corp
|
12,188,656 | $745,701,974 | |
| 3 | KIM |
Kimco Realty Corp
|
10,906,924 | $245,078,582 | |
| 4 | REG |
Regency Centers Corp
|
2,652,808 | $200,711,453 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
6,258,358 | $180,240,710 | |
| 6 | ADC |
Agree Realty Corp
|
2,109,853 | $159,040,719 | |
| 7 | FRT |
Federal Realty Investment Trust
|
1,491,186 | $158,378,865 | |
| 8 | NNN |
Nnn REIT, Inc.
|
2,977,152 | $125,129,698 |
All Filings in SPG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $796,905,590 | 4,272,265 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $785,486,703 | 4,243,351 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $762,355,889 | 4,062,215 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $610,188,694 | 3,795,650 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $608,085,644 | 3,661,402 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $626,418,869 | 3,637,529 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $603,927,221 | 3,573,111 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $548,865,688 | 3,615,716 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $564,659,267 | 3,608,277 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $504,611,109 | 3,537,655 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $374,325,030 | 3,465,010 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $395,447,402 | 3,424,380 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $381,554,234 | 3,407,647 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $394,294,834 | 3,356,272 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $290,515,544 | 3,236,942 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $302,709,182 | 3,189,098 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $426,680,391 | 3,243,238 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $504,427,441 | 3,157,210 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $404,306,646 | 3,110,769 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $398,381,796 | 3,053,202 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $344,717,297 | 3,029,949 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $248,796,554 | 2,917,408 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $175,449,027 | 2,712,570 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $188,944,607 | 2,763,156 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $227,875,218 | 4,153,759 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||