Position in SPG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,706,304,809
+$236,557,143 QoQ
Shares Held
9,147,616
+15.2% QoQ
Ownership
2.82%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 97.5049236872208.ToString("F0")%
None 2.495076312779198.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $2,693,705,610 across 16 REIT - Retail names. SPG ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
9,147,616 | $1,706,304,809 | |
| 2 | EPRT |
Essential Properties Realty Trust, Inc.
|
8,288,391 | $251,635,548 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
5,212,095 | $195,036,593 | |
| 4 | REG |
Regency Centers Corp
|
1,445,754 | $109,385,746 | |
| 5 | MAC |
Macerich Co
|
5,053,671 | $95,514,379 | |
| 6 | AKR |
Acadia Realty Trust
|
3,746,157 | $71,626,520 | |
| 7 | SKT |
Tanger Inc.
|
1,694,050 | $57,563,817 | |
| 8 | UE |
Urban Edge Properties
|
2,720,768 | $54,360,943 |
All Filings in SPG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,706,304,809 | 9,147,616 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,469,747,666 | 7,939,861 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,383,144,600 | 7,370,089 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $161,303,045 | 1,003,378 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $151,944,430 | 914,887 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $158,704,600 | 921,576 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $149,446,130 | 884,192 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $264,537,454 | 1,742,671 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $291,891,717 | 1,865,242 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $69,920,271 | 490,187 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $32,781,377 | 303,447 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $35,535,273 | 307,718 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $48,210,809 | 430,569 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $36,109,590 | 307,368 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,208,657 | 24,609 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,556,331 | 227,100 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $71,670,859 | 544,777 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $115,540,229 | 723,166 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $70,675,865 | 543,786 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $74,374,643 | 570,008 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $39,655,327 | 348,557 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $30,042,011 | 352,275 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,178,792 | 18,225 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,452,390 | 21,240 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,507,661 | 27,482 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||