Position in SPG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,197,808
-$193,879 QoQ
Shares Held
9,827
-23.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#480
of 1,358 holders
Holding Since
Jun 2020
25 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, 2026Sigma Planning Corp holds $9,357,269 across 6 REIT - Retail names. SPG ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
63,195 | $3,915,562 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
9,827 | $2,197,808 | |
| 3 | FRT |
Federal Realty Investment Trust
|
14,794 | $1,826,171 | |
| 4 | SKT |
Tanger Inc.
|
14,919 | $588,852 | |
| 5 | NNN |
Nnn REIT, Inc.
|
9,073 | $422,166 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
9,772 | $406,710 |
All Filings in SPG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,197,808 | 9,827 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,391,687 | 12,822 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,269,818 | 12,262 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,548,465 | 8,251 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $486,299 | 3,025 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,475,786 | 8,886 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,005,534 | 5,839 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,024,599 | 6,062 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $968,484 | 6,380 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,061,784 | 6,785 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $430,202 | 3,016 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $524,485 | 4,855 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $512,615 | 4,439 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $641,812 | 5,732 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $412,824 | 3,514 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $315,381 | 3,514 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $467,860 | 4,929 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,003,671 | 7,629 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $898,067 | 5,621 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $718,084 | 5,525 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $695,197 | 5,328 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $480,336 | 4,222 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $313,148 | 3,672 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $717,883 | 11,099 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $785,481 | 11,487 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||