Position in SPG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$604,724,281
-$9,094,731 QoQ
Shares Held
3,241,968
-2.2% QoQ
Ownership
1.000%
of shares outstanding
% of Portfolio
0.10%
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 78.23414666646926.ToString("F0")%
None 21.765853333530742.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Invesco Ltd. holds $2,814,099,751 across 26 REIT - Retail names. SPG ranks #1 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
3,241,968 | $604,724,281 | |
| 2 | O |
Realty Income Corp
|
8,186,505 | $500,850,367 | |
| 3 | KIM |
Kimco Realty Corp
|
19,304,760 | $433,777,949 | |
| 4 | REG |
Regency Centers Corp
|
4,097,198 | $309,993,995 | |
| 5 | FRT |
Federal Realty Investment Trust
|
2,688,309 | $285,525,295 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
7,396,550 | $213,020,633 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
5,674,114 | $172,266,097 | |
| 8 | SKT |
Tanger Inc.
|
2,378,485 | $80,820,915 |
All Filings in SPG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $604,724,281 | 3,241,968 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $613,819,012 | 3,315,969 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $618,291,755 | 3,294,569 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $544,818,041 | 3,389,015 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $608,052,584 | 3,661,203 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $726,136,370 | 4,216,575 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $620,990,286 | 3,674,064 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $525,585,633 | 3,462,356 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $529,363,564 | 3,382,731 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $340,710,323 | 2,388,603 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $260,264,679 | 2,409,189 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $269,927,332 | 2,337,438 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $257,832,752 | 2,302,695 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $165,693,901 | 1,410,401 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $134,912,105 | 1,503,199 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $173,279,298 | 1,825,530 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $385,977,167 | 2,933,849 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $502,091,434 | 3,142,589 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $446,880,391 | 3,438,335 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $524,384,497 | 4,018,888 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $505,264,508 | 4,441,105 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $81,257,766 | 952,835 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $107,220,420 | 1,657,706 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $191,212,289 | 2,796,319 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $274,098,603 | 4,996,329 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||