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Equibles

TRUIST FINANCIAL CORP

Position in SPG — Simon Property Group Inc.

CIK 92230 CHARLOTTE, NC
Back to SPG Full portfolio

Position in SPG

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$9,315,245
+$1,779,060 QoQ
Shares Held
41,651
+3.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#284
of 1,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 10% Shared 0% None 90%

Common Shares in SPG Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $122,737,455 across 13 REIT - Retail names. SPG ranks #3 (7.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 O
Realty Income Corp
 1,346,866 $83,451,816
2 FRT
Federal Realty Investment Trust
 127,901 $15,788,099
3 SPG
Simon Property Group Inc.
This page 		41,651 $9,315,245
4 KIM
Kimco Realty Corp
 301,923 $7,653,747
5 NNN
Nnn REIT, Inc.
 45,279 $2,106,831
6 ADC
Agree Realty Corp
 21,072 $1,595,991
7 REG
Regency Centers Corp
 12,373 $986,622
8 FCPT
Four Corners Property Trust, Inc.
 16,204 $397,807

All Filings in SPG

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,315,245 41,651
2026-03-31 $7,536,185 40,402
2025-12-31 $7,572,664 40,909
2025-09-30 $7,569,293 40,333
2025-06-30 $6,339,248 39,433
2025-03-31 $6,356,877 38,276
2024-12-31 $6,043,020 35,091
2024-09-30 $3,359,441 19,876
2024-06-30 $6,348,730 41,823
2024-03-31 $7,794,295 49,807
2023-12-31 $7,628,671 53,482
2023-09-30 $6,894,366 63,819
2023-06-30 $8,114,432 70,267
2023-03-31 $7,258,902 64,829
2022-12-31 $7,579,808 64,520
2022-09-30 $6,024,737 67,128
2022-06-30 $5,229,046 55,089
2022-03-31 $6,743,763 51,260
2021-12-31 $7,658,733 47,936
2021-09-30 $7,555,804 58,135
2021-06-30 $8,154,216 62,494
2021-03-31 $6,966,021 61,229
2020-12-31 $3,750,015 43,973
2020-09-30 $1,608,460 24,868
2020-06-30 $2,174,413 31,799
2020-03-31 $3,700,358 67,451