SIGNATUREFD, LLC

Position in SPG — Simon Property Group Inc.

CIK 1456048 ATLANTA, GA

Position in SPG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,485,036

+$268,674 QoQ

Shares Held

6,640

+1.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#546

of 1,353 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

SIGNATUREFD, LLC holds $7,225,037 across 25 REIT - Retail names. SPG ranks #2 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	32,110	$1,989,535
2	SPG	Simon Property Group Inc. This page	6,640	$1,485,036
3	ADC	Agree Realty Corp	12,982	$983,256
4	NNN	Nnn REIT, Inc.	10,462	$486,796
5	KRG	Kite Realty Group Trust	13,941	$395,645
6	KIM	Kimco Realty Corp	12,952	$328,333
7	REG	Regency Centers Corp	3,892	$310,348
8	FCPT	Four Corners Property Trust, Inc.	9,167	$225,049

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,485,036	6,640	+1.8%	Shares	Sole	2026-07-24
2026-03-31	$1,216,362	6,521	+6.4%	Shares	Sole	2026-04-07
2025-12-31	$1,133,983	6,126	+6.9%	Shares	Sole	2026-01-20
2025-09-30	$1,075,912	5,733	+2.1%	Shares	Sole	2025-10-21
2025-06-30	$902,345	5,613	+2.4%	Shares	Sole	2025-07-16
2025-03-31	$910,782	5,484	-1.0%	Shares	Sole	2025-05-02
2024-12-31	$954,387	5,542	+1.3%	Shares	Sole	2025-02-10
2024-09-30	$924,708	5,471	+9.7%	Shares	Sole	2024-10-21
2024-06-30	$756,723	4,985	-2.3%	Shares	Sole	2024-07-29
2024-03-31	$798,411	5,102	+3.1%	Shares	Sole	2024-05-03
2023-12-31	$705,640	4,947	+3.7%	Shares	Sole	2024-02-01
2023-09-30	$515,519	4,772	+7.1%	Shares	Sole	2023-11-03
2023-06-30	$514,347	4,454	+2.7%	Shares	Sole	2023-08-01
2023-03-31	$485,837	4,339	+0.9%	Shares	Sole	2023-04-28
2022-12-31	$505,398	4,302	+7.6%	Shares	Sole	2023-01-30
2022-09-30	$358,730	3,997	+9.4%	Shares	Sole	2022-11-08
2022-06-30	$346,647	3,652	-6.4%	Shares	Sole	2022-08-10
2022-03-31	$513,347	3,902	-6.3%	Shares	Sole	2022-05-02
2021-12-31	$665,282	4,164	+3.9%	Shares	Sole	2022-01-25
2021-09-30	$520,659	4,006	+21.4%	Shares	Sole	2021-10-28
2021-06-30	$430,584	3,300	-7.5%	Shares	Sole	2021-07-26
2021-03-31	$406,045	3,569	+39.9%	Shares	Sole	2021-04-30
2020-12-31	$217,549	2,551	-74.8%	Shares	Sole	2021-02-11
2020-09-30	$654,561	10,120	+0.6%	Shares	Sole	2020-11-03
2020-06-30	$687,697	10,057	-0.4%	Shares	Sole	2020-07-30
2020-03-31	$554,195	10,102	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.