MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in SPG — Simon Property Group Inc.
CIK 912938
Boston, MA
Position in SPG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$181,401,168
-$2,668,510 QoQ
Shares Held
972,504
-2.2% QoQ
Ownership
0.300%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 64.28713917886199.ToString("F0")%
Shared 29.838334855177973.ToString("F0")%
None 5.874525965960037.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $1,039,260,780 across 10 REIT - Retail names. SPG ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRX |
Brixmor Property Group Inc.
|
6,411,407 | $184,648,520 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
972,504 | $181,401,168 | |
| 3 | EPRT |
Essential Properties Realty Trust, Inc.
|
4,996,674 | $151,699,019 | |
| 4 | NNN |
Nnn REIT, Inc.
|
2,974,695 | $125,026,428 | |
| 5 | FRT |
Federal Realty Investment Trust
|
1,006,420 | $106,891,865 | |
| 6 | AKR |
Acadia Realty Trust
|
5,215,758 | $99,725,291 | |
| 7 | REG |
Regency Centers Corp
|
1,016,179 | $76,884,100 | |
| 8 | KIM |
Kimco Realty Corp
|
2,844,189 | $63,908,924 |
All Filings in SPG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $181,401,168 | 972,504 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $184,069,678 | 994,380 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $230,862,998 | 1,230,154 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $183,881,466 | 1,143,826 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $197,377,108 | 1,188,446 | Shares | Sole | 2025-05-02 | |
| 2024-06-30 | $404,698 | 2,666 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,538,922 | 9,834 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,499,430 | 10,512 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $31,833,306 | 294,671 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $245,961,426 | 2,129,905 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $272,283,491 | 2,431,754 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $286,728,264 | 2,440,656 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $181,618,728 | 2,023,607 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $158,567,939 | 1,670,543 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $161,265,325 | 1,225,793 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $216,351,906 | 1,354,146 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $145,004,017 | 1,115,673 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $117,703,267 | 902,079 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $85,778,027 | 753,960 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $72,198,216 | 846,602 | Shares | Sole | 2021-05-12 | |
| 2020-03-31 | $82,532,040 | 1,504,412 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||