Position in SPG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,548,919
+$513,671 QoQ
Shares Held
19,026
+16.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 81.31931668856768.ToString("F0")%
Shared 0.ToString("F0")%
None 18.680683311432325.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026BLAIR WILLIAM & CO/IL holds $10,101,863 across 6 REIT - Retail names. SPG ranks #2 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
71,159 | $4,353,507 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
19,026 | $3,548,919 | |
| 3 | PINE |
Alpine Income Property Trust, Inc.
|
57,515 | $1,035,270 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
16,403 | $613,800 | |
| 5 | FRT |
Federal Realty Investment Trust
|
2,998 | $318,417 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
7,640 | $231,950 |
All Filings in SPG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,548,919 | 19,026 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,035,248 | 16,397 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,134,839 | 16,704 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,655,915 | 16,521 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,425,898 | 20,628 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,648,785 | 21,188 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,378,033 | 19,986 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,781,886 | 18,326 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,646,089 | 16,909 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,457,972 | 17,232 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,844,828 | 17,077 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,918,408 | 42,591 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,784,370 | 51,660 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,159,593 | 52,431 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,771,379 | 53,163 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,805,514 | 50,627 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,271,321 | 55,270 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,631,572 | 35,248 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,458,490 | 34,304 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $854,252 | 6,547 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $732,337 | 6,437 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $291,913 | 3,423 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $202,383 | 3,129 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||