Position in SPG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,217,774
+$119,887 QoQ
Shares Held
5,445
-8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#115
of 352 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $17,143,172 across 8 REIT - Retail names. SPG ranks #3 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
112,757 | $6,986,423 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
159,122 | $6,622,657 | |
| 3 | SPG |
Simon Property Group Inc.
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|
5,445 | $1,217,774 | |
| 4 | NNN |
Nnn REIT, Inc.
|
19,980 | $929,669 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
11,966 | $423,596 | |
| 6 | ADC |
Agree Realty Corp
|
5,155 | $390,439 | |
| 7 | KIM |
Kimco Realty Corp
|
13,547 | $343,416 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
9,336 | $229,198 |
All Filings in SPG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,217,774 | 5,445 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $1,097,887 | 5,931 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,122,641 | 5,982 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $882,250 | 5,488 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $894,839 | 5,388 | Shares | Sole | 2025-05-05 | |
| 2023-06-30 | $218,603 | 1,893 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $391,895 | 3,500 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $276,078 | 2,350 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $215,373 | 2,269 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $294,562 | 2,239 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $506,630 | 3,171 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $500,904 | 3,854 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $391,831 | 3,003 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $329,022 | 2,892 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $290,293 | 3,404 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $472,616 | 7,307 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||