Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,262
-$826 QoQ
Shares Held
28
-26.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,287
of 1,353 holders
Holding Since
Jun 2025
5 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, 2026IMA Advisory Services, Inc. holds $17,414 across 3 REIT - Retail names. SPG ranks #2 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
180 | $11,152 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
28 | $6,262 | |
| 3 | 11,624 | $0 |
All Filings in SPG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,262 | 28 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,088 | 38 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,034 | 38 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $938 | 5 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $803 | 5 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||