TRUIST FINANCIAL CORP

Position in SPG — Simon Property Group Inc.

CIK 92230 CHARLOTTE, NC

Position in SPG

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$7,536,185

-$36,479 QoQ

Shares Held

40,402

-1.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Real Estate · as of Mar 31, 2026

TRUIST FINANCIAL CORP holds $113,057,438 across 13 REIT - Retail names. SPG ranks #3 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	1,306,840	$79,952,470
2	FRT	Federal Realty Investment Trust	124,318	$13,203,814
3	SPG	Simon Property Group Inc. This page	40,402	$7,536,185
4	KIM	Kimco Realty Corp	287,416	$6,458,236
5	NNN	Nnn REIT, Inc.	43,286	$1,819,310
6	ADC	Agree Realty Corp	19,933	$1,502,548
7	REG	Regency Centers Corp	12,035	$910,567
8	FCPT	Four Corners Property Trust, Inc.	16,617	$392,992

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,536,185	40,402	-1.2%	Shares	Defined	2026-04-27
2025-12-31	$7,572,664	40,909	+1.4%	Shares	Defined	2026-02-02
2025-09-30	$7,569,293	40,333	+2.3%	Shares	Defined	2025-11-03
2025-06-30	$6,339,248	39,433	+3.0%	Shares	Defined	2025-07-18
2025-03-31	$6,356,877	38,276	+9.1%	Shares	Defined	2025-04-29
2024-12-31	$6,043,020	35,091	+76.5%	Shares	Defined	2025-01-31
2024-09-30	$3,359,441	19,876	-52.5%	Shares	Defined	2024-11-13
2024-06-30	$6,348,730	41,823	-16.0%	Shares	Defined	2024-08-21
2024-03-31	$7,794,295	49,807	-6.9%	Shares	Defined	2024-05-13
2023-12-31	$7,628,671	53,482	-16.2%	Shares	Defined	2024-02-02
2023-09-30	$6,894,366	63,819	-9.2%	Shares	Defined	2023-11-14
2023-06-30	$8,114,432	70,267	+8.4%	Shares	Defined	2023-08-01
2023-03-31	$7,258,902	64,829	+0.5%	Shares	Defined	2023-05-05
2022-12-31	$7,579,808	64,520	-3.9%	Shares	Defined	2023-02-17
2022-09-30	$6,024,737	67,128	+21.9%	Shares	Defined	2022-10-26
2022-06-30	$5,229,046	55,089	+7.5%	Shares	Defined	2022-07-22
2022-03-31	$6,743,763	51,260	+6.9%	Shares	Defined	2022-04-22
2021-12-31	$7,658,733	47,936	-17.5%	Shares	Defined	2022-02-14
2021-09-30	$7,555,804	58,135	-7.0%	Shares	Defined	2021-11-05
2021-06-30	$8,154,216	62,494	+2.1%	Shares	Defined	2021-08-16
2021-03-31	$6,966,021	61,229	+39.2%	Shares	Defined	2021-05-17
2020-12-31	$3,750,015	43,973	+76.8%	Shares	Defined	2021-11-19
2020-09-30	$1,608,460	24,868	-21.8%	Shares	Defined	2021-11-05
2020-06-30	$2,174,413	31,799	-52.9%	Shares	Defined	2021-11-16
2020-03-31	$3,700,358	67,451	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.