UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in SPG — Simon Property Group Inc.

CIK 1463217 IRVING, TX

Back to SPG Full portfolio

Position in SPG

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$3,312,032

+$601,379 QoQ

Shares Held

14,809

+1.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#411

of 1,353 holders

Holding Since

Mar 2020

26 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, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $10,049,373 across 10 REIT - Retail names. SPG ranks #1 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	14,809	$3,312,032
2	O	Realty Income Corp	29,906	$1,852,975
3	KIM	Kimco Realty Corp	47,164	$1,195,607
4	REG	Regency Centers Corp	11,989	$956,002
5	NNN	Nnn REIT, Inc.	11,847	$551,240
6	CBL	Cbl & Associates Properties Inc	10,155	$539,128
7	ADC	Agree Realty Corp	6,586	$498,823
8	BRX	Brixmor Property Group Inc.	14,690	$463,175

All Filings in SPG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,312,032	14,809	+1.9%	Shares	Defined	2026-08-17
2026-03-31	$2,710,653	14,532	+4.1%	Shares	Defined	2026-05-15
2025-12-31	$2,583,765	13,958	+11.8%	Shares	Defined	2026-02-17
2025-09-30	$2,342,684	12,483	-1.4%	Shares	Defined	2025-11-14
2025-06-30	$2,035,864	12,664	-9.8%	Shares	Defined	2025-08-11
2025-03-31	$2,332,095	14,042	+4.8%	Shares	Defined	2025-05-13
2024-12-31	$2,307,614	13,400	-12.5%	Shares	Defined	2025-02-13
2024-09-30	$2,589,217	15,319	-3.3%	Shares	Defined	2024-11-12
2024-06-30	$2,405,422	15,846	-33.2%	Shares	Defined	2024-08-14
2024-03-31	$3,711,786	23,719	+0.1%	Shares	Defined	2024-05-15
2023-12-31	$3,379,712	23,694	-50.8%	Shares	Defined	2024-02-14
2023-09-30	$5,200,780	48,142	-2.4%	Shares	Defined	2023-11-14
2023-06-30	$5,697,783	49,340	-1.2%	Shares	Defined	2023-08-14
2023-03-31	$5,589,878	49,923	-0.5%	Shares	Defined	2023-08-15
2022-12-31	$5,894,441	50,174	+1.9%	Shares	Defined	2023-02-15
2022-09-30	$4,420,097	49,249	+30.9%	Shares	Defined	2022-11-14
2022-06-30	$3,572,504	37,637	+31.1%	Shares	Defined	2022-08-11
2022-03-31	$3,776,956	28,709	-0.7%	Shares	Defined	2022-05-16
2021-12-31	$4,617,992	28,904	+5.9%	Shares	Defined	2022-02-14
2021-09-30	$3,547,141	27,292	+2.3%	Shares	Defined	2021-11-15
2021-06-30	$3,482,380	26,689	+5.6%	Shares	Defined	2021-08-13
2021-03-31	$2,876,333	25,282	-0.0%	Shares	Defined	2021-05-14
2020-12-31	$2,156,731	25,290	-9.7%	Shares	Defined	2021-02-17
2020-09-30	$1,810,522	27,992	-1.6%	Shares	Defined	2020-11-13
2020-06-30	$1,944,522	28,437	-26.9%	Shares	Defined	2020-08-13
2020-03-31	$2,135,260	38,922	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.