Position in SPG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$605,867
+$41,055 QoQ
Shares Held
2,709
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#738
of 1,353 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026HBK Sorce Advisory LLC holds $1,444,929 across 2 REIT - Retail names. SPG ranks #2 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
13,542 | $839,062 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
2,709 | $605,867 |
All Filings in SPG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,867 | 2,709 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $564,812 | 3,028 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $532,746 | 2,878 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $527,165 | 2,809 | Shares | Sole | 2025-10-16 | |
| 2024-03-31 | $391,850 | 2,504 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||