Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,244,970,081
+$233,642,294 QoQ
Shares Held
5,566,600
+2.7% QoQ
Ownership
1.72%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#10
of 1,358 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $3,717,580,031 across 27 REIT - Retail names. SPG ranks #1 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
5,566,600 | $1,244,970,081 | |
| 2 | O |
Realty Income Corp
|
14,440,511 | $894,734,055 | |
| 3 | REG |
Regency Centers Corp
|
2,431,334 | $193,874,567 | |
| 4 | NNN |
Nnn REIT, Inc.
|
3,810,780 | $177,315,587 | |
| 5 | KIM |
Kimco Realty Corp
|
6,806,958 | $172,556,378 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
4,535,556 | $135,386,337 | |
| 7 | MAC |
Macerich Co
|
5,196,073 | $130,889,074 | |
| 8 | ADC |
Agree Realty Corp
|
1,525,277 | $115,524,472 |
All Filings in SPG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,244,970,081 | 5,566,600 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,011,327,787 | 5,421,797 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,003,921,493 | 5,423,378 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,003,423,062 | 5,346,742 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $847,409,517 | 5,271,271 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $895,882,515 | 5,394,283 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $947,280,017 | 5,500,726 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $938,306,748 | 5,551,454 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $865,483,140 | 5,701,470 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $878,215,298 | 5,611,958 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $824,739,764 | 5,781,967 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $630,953,637 | 5,840,541 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $673,033,829 | 5,828,142 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $668,072,467 | 5,966,531 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $763,655,824 | 6,500,305 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $545,567,897 | 6,078,751 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $520,965,662 | 5,488,471 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $564,857,721 | 4,293,537 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $677,337,882 | 4,239,456 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $476,533,180 | 3,666,486 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $574,486,343 | 4,402,869 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $319,956,846 | 2,812,313 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $349,472,403 | 4,097,941 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $390,863,046 | 6,043,028 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $424,149,376 | 6,202,828 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $268,249,319 | 4,889,707 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||