Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$229,688
+$45,211 QoQ
Shares Held
1,027
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,040
of 1,353 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026UMB Bank, n.a. holds $3,576,915 across 21 REIT - Retail names. SPG ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
23,803 | $1,474,833 | |
| 2 | ADC |
Agree Realty Corp
|
15,100 | $1,143,673 | |
| 3 | SPG |
Simon Property Group Inc.
This page
|
1,027 | $229,688 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
4,311 | $135,925 | |
| 5 | NNN |
Nnn REIT, Inc.
|
2,800 | $130,283 | |
| 6 | KIM |
Kimco Realty Corp
|
3,425 | $86,823 | |
| 7 | KRG |
Kite Realty Group Trust
|
2,405 | $68,253 | |
| 8 | SKT |
Tanger Inc.
|
1,248 | $49,258 |
All Filings in SPG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,688 | 1,027 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $184,477 | 989 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $178,445 | 964 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $404,427 | 2,155 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $339,846 | 2,114 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $402,411 | 2,423 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $411,753 | 2,391 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $392,971 | 2,325 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $329,557 | 2,171 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $343,182 | 2,193 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $298,972 | 2,096 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $241,122 | 2,232 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $304,866 | 2,640 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $295,600 | 2,640 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $311,556 | 2,652 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $238,016 | 2,652 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $250,303 | 2,637 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $353,501 | 2,687 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $429,301 | 2,687 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $289,053 | 2,224 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $292,927 | 2,245 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $290,568 | 2,554 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $223,774 | 2,624 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||