CARY STREET PARTNERS FINANCIAL LLC

Position in SPG — Simon Property Group Inc.

CIK 1475045 RICHMOND, VA

Position in SPG

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

Position Value

$1,955,371

+$190,611 QoQ

Shares Held

8,743

-7.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#500

of 1,358 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

CARY STREET PARTNERS FINANCIAL LLC holds $6,694,786 across 5 REIT - Retail names. SPG ranks #2 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BFS	Saul Centers, Inc.	96,630	$3,612,995
2	SPG	Simon Property Group Inc. This page	8,743	$1,955,371
3	O	Realty Income Corp	7,564	$468,665
4	BRX	Brixmor Property Group Inc.	13,924	$439,023
5	UE	Urban Edge Properties	9,560	$218,732

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,955,371	8,743	-7.6%	Shares	Defined	2026-07-17
2026-03-31	$1,764,760	9,461	-12.7%	Shares	Defined	2026-04-29
2025-12-31	$2,006,962	10,842	-4.4%	Shares	Defined	2026-02-09
2025-09-30	$2,127,614	11,337	-1.0%	Shares	Defined	2025-11-10
2025-06-30	$1,841,826	11,457	—	Shares	Defined	2025-08-13
No filing history on record for this holder in this stock.