MORGAN STANLEY

Position in SPG — Simon Property Group Inc.

CIK 895421 NEW YORK, NY

Back to SPG Full portfolio

Position in SPG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,011,327,787

+$7,406,294 QoQ

Shares Held

5,421,797

-0.0% QoQ

Ownership

1.67%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 49.17354891745301.ToString("F0")% Shared 0.ToString("F0")% None 50.82645108254699.ToString("F0")%

Common Shares in SPG Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Mar 31, 2026

MORGAN STANLEY holds $3,213,378,916 across 26 REIT - Retail names. SPG ranks #1 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	5,421,797	$1,011,327,787
2	O	Realty Income Corp	15,242,786	$932,553,640
3	REG	Regency Centers Corp	2,270,462	$171,783,147
4	KIM	Kimco Realty Corp	6,379,965	$143,357,806
5	EPRT	Essential Properties Realty Trust, Inc.	4,577,402	$138,969,915
6	NNN	Nnn REIT, Inc.	2,925,161	$122,944,510
7	FRT	Federal Realty Investment Trust	1,068,466	$113,481,769
8	ADC	Agree Realty Corp	1,319,035	$99,428,854

All Filings in SPG

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,011,327,787	5,421,797	-0.0%	Shares	Defined	2026-05-15
2025-12-31	$1,003,921,493	5,423,378	+1.4%	Shares	Defined	2026-05-27
2025-09-30	$1,003,423,062	5,346,742	+1.4%	Shares	Defined	2026-05-27
2025-06-30	$847,409,517	5,271,271	-2.3%	Shares	Defined	2025-08-15
2025-03-31	$895,882,515	5,394,283	-1.9%	Shares	Defined	2025-05-15
2024-12-31	$947,280,017	5,500,726	-0.9%	Shares	Defined	2025-05-15
2024-09-30	$938,306,748	5,551,454	-2.6%	Shares	Defined	2025-05-14
2024-06-30	$865,483,140	5,701,470	+1.6%	Shares	Defined	2025-05-14
2024-03-31	$878,215,298	5,611,958	-2.9%	Shares	Defined	2024-10-17
2023-12-31	$824,739,764	5,781,967	-1.0%	Shares	Defined	2024-08-16
2023-09-30	$630,953,637	5,840,541	+0.2%	Shares	Defined	2023-11-15
2023-06-30	$673,033,829	5,828,142	-2.3%	Shares	Defined	2023-08-14
2023-03-31	$668,072,467	5,966,531	-8.2%	Shares	Defined	2023-05-15
2022-12-31	$763,655,824	6,500,305	+6.9%	Shares	Defined	2023-02-14
2022-09-30	$545,567,897	6,078,751	+10.8%	Shares	Defined	2022-11-14
2022-06-30	$520,965,662	5,488,471	+27.8%	Shares	Defined	2022-10-27
2022-03-31	$564,857,721	4,293,537	+1.3%	Shares	Defined	2022-10-27
2021-12-31	$677,337,882	4,239,456	+15.6%	Shares	Defined	2022-02-14
2021-09-30	$476,533,180	3,666,486	-16.7%	Shares	Defined	2021-11-15
2021-06-30	$574,486,343	4,402,869	+56.6%	Shares	Defined	2021-08-23
2021-03-31	$319,956,846	2,812,313	-31.4%	Shares	Defined	2021-05-17
2020-12-31	$349,472,403	4,097,941	-32.2%	Shares	Defined	2021-02-16
2020-09-30	$390,863,046	6,043,028	-2.6%	Shares	Defined	2020-11-13
2020-06-30	$424,149,376	6,202,828	+26.9%	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.