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Equibles

BANK OF MONTREAL /CAN/

Bank

Position in SPG — Simon Property Group Inc.

CIK 927971 TORONTO, A6
Back to SPG Full portfolio

Position in SPG

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$210,708,488
+$56,275,643 QoQ
Shares Held
942,135
+13.8% QoQ
Ownership
0.291%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#47
of 1,358 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in SPG Over Time

Shares Held

Position Value (USD)

Derivatives in SPG

reported options exposure · as of Jun 30, 2026
CallValue
$2,124,675
CallShares
9,500
PutValue
$2,124,675
PutShares
9,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $497,131,047 across 18 REIT - Retail names. SPG ranks #1 (42.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPG
Simon Property Group Inc.
This page 		942,135 $210,708,488
2 O
Realty Income Corp
 2,009,475 $124,507,067
3 BRX
Brixmor Property Group Inc.
 1,884,330 $59,412,922
4 KIM
Kimco Realty Corp
 1,442,625 $36,570,541
5 FRT
Federal Realty Investment Trust
 287,966 $35,546,521
6 REG
Regency Centers Corp
 236,772 $18,880,197
7 KRG
Kite Realty Group Trust
 109,771 $3,115,299
8 ADC
Agree Realty Corp
 23,385 $1,771,178

All Filings in SPG

Export CSV
47 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,124,675 9,500
2026-06-30 $2,124,675 9,500
2026-06-30 $210,708,488 942,135
2026-03-31 $154,432,845 827,925
2026-03-31 $3,637,335 19,500
2026-03-31 $3,637,335 19,500
2025-12-31 $1,203,215 6,500
2025-12-31 $134,271,387 725,360
2025-09-30 $806,981 4,300
2025-09-30 $157,057,076 836,879
2025-06-30 $103,008,572 640,760
2025-03-31 $448,416 2,700
2025-03-31 $99,648 600
2025-03-31 $108,095,489 650,864
2024-12-31 $141,544,904 821,932
2024-12-31 $103,326 600
2024-12-31 $464,967 2,700
2024-09-30 $456,354 2,700
2024-09-30 $140,184,171 829,394
2024-09-30 $101,412 600
2024-06-30 $120,827,030 795,962
2024-03-31 $121,096,498 773,829
2023-12-31 $14,264 100
2023-12-31 $107,142,322 751,138
2023-09-30 $648,180 6,000
2023-09-30 $75,539,110 699,242
2023-06-30 $80,112,051 693,731
2023-03-31 $79,939,187 713,934
2022-12-31 $105,102,539 894,642
2022-12-31 $2,008,908 17,100
2022-09-30 $68,590,897 764,244
2022-09-30 $5,017,025 55,900
2022-06-30 $76,568,448 806,663
2022-06-30 $5,040,252 53,100
2022-03-31 $93,202,626 708,442
2022-03-31 $1,039,324 7,900
2021-12-31 $228,303,657 1,428,952
2021-09-30 $206,412,370 1,588,154
2021-06-30 $169,878,301 1,301,949
2021-03-31 $1,479,010 13,000
2021-03-31 $93,982,094 826,071
2020-12-31 $8,528,000 100,000
2020-12-31 $2,873,936 33,700
2020-12-31 $36,473,060 427,686
2020-09-30 $21,591,669 333,823
2020-06-30 $28,668,790 419,257
2020-03-31 $53,405,823 973,493

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