Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,272,854
+$1,996,904 QoQ
Shares Held
50,404
+1.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#249
of 1,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MACKENZIE FINANCIAL CORP holds $101,475,948 across 10 REIT - Retail names. SPG ranks #5 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
239,436 | $29,555,979 | |
| 2 | O |
Realty Income Corp
|
298,359 | $18,486,323 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
404,204 | $16,822,970 | |
| 4 | CBL |
Cbl & Associates Properties Inc
|
251,699 | $13,362,699 | |
| 5 | SPG |
Simon Property Group Inc.
This page
|
50,404 | $11,272,854 | |
| 6 | REG |
Regency Centers Corp
|
124,363 | $9,916,705 | |
| 7 | KIM |
Kimco Realty Corp
|
31,530 | $799,285 | |
| 8 | PINE |
Alpine Income Property Trust, Inc.
|
24,915 | $517,235 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,272,854 | 50,404 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,275,950 | 49,729 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,789,649 | 36,679 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,479,682 | 34,527 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,214,017 | 38,654 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $22,218,514 | 133,782 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $23,561,255 | 136,817 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $25,392,043 | 150,231 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $23,695,069 | 156,094 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $27,817,036 | 177,756 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $24,735,487 | 173,412 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $19,816,915 | 183,439 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $16,806,381 | 145,535 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $16,047,988 | 143,324 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,905,035 | 33,240 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,963,186 | 33,016 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $3,306,917 | 34,839 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $18,662,970 | 141,859 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $21,569,748 | 135,005 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,731,633 | 167,205 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $4,731,335 | 36,261 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,197,505 | 28,105 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,290,627 | 15,134 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $637,938 | 9,863 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $562,562 | 8,227 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $448,480 | 8,175 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||