HARBOR INVESTMENT ADVISORY, LLC
Position in SPG — Simon Property Group Inc.
CIK 1468792
LUTHERVILLE, MD
Position in SPG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$217,387
+$36,080 QoQ
Shares Held
972
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,059
of 1,353 holders
Holding Since
Mar 2020
26 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $1,262,111 across 7 REIT - Retail names. SPG ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
14,468 | $896,437 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
972 | $217,387 | |
| 3 | FRT |
Federal Realty Investment Trust
|
1,000 | $123,440 | |
| 4 | REG |
Regency Centers Corp
|
153 | $12,200 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
259 | $7,731 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
86 | $2,711 | |
| 7 | KIM |
Kimco Realty Corp
|
87 | $2,205 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,387 | 972 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $181,307 | 972 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $201,214 | 1,087 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $196,865 | 1,049 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $185,517 | 1,154 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $216,402 | 1,303 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $250,221 | 1,453 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $357,984 | 2,118 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $321,512 | 2,118 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $331,445 | 2,118 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $380,563 | 2,668 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $358,335 | 3,317 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $388,821 | 3,367 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $419,887 | 3,750 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $521,141 | 4,436 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $637,135 | 7,099 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $772,838 | 8,142 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,128,784 | 8,580 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $770,251 | 4,821 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $181,828 | 1,399 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $175,887 | 1,348 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $113,542 | 998 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $40,508 | 475 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $37,061 | 573 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $29,882 | 437 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $22,712 | 414 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||