Position in SPG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$425,661
-$43,592 QoQ
Shares Held
2,282
-10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026MARTINGALE ASSET MANAGEMENT L P holds $14,567,546 across 10 REIT - Retail names. SPG ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVT |
InvenTrust Properties Corp.
|
103,528 | $3,153,462 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
82,268 | $3,078,468 | |
| 3 | CBL |
Cbl & Associates Properties Inc
|
65,381 | $2,512,591 | |
| 4 | UE |
Urban Edge Properties
|
111,157 | $2,220,916 | |
| 5 | FCPT |
Four Corners Property Trust, Inc.
|
59,200 | $1,400,080 | |
| 6 | WSR |
Whitestone REIT
|
39,110 | $631,626 | |
| 7 | ALX |
Alexanders Inc
|
2,551 | $602,546 | |
| 8 | SPG |
Simon Property Group Inc.
This page
|
2,282 | $425,661 |
All Filings in SPG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $425,661 | 2,282 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $469,253 | 2,535 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $250,487 | 1,482 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $782,984 | 5,158 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $249,601 | 1,595 | Shares | Sole | 2024-05-14 | |
| 2020-06-30 | $225,927 | 3,304 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||