Transamerica Financial Advisors, LLC
Position in SPG — Simon Property Group Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in SPG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$23,035
+$13,336 QoQ
Shares Held
103
+98.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,210
of 1,353 holders
Holding Since
Jun 2020
18 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, 2026Transamerica Financial Advisors, LLC holds $215,171 across 12 REIT - Retail names. SPG ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
2,349 | $109,298 | |
| 2 | ADC |
Agree Realty Corp
|
588 | $44,535 | |
| 3 | O |
Realty Income Corp
|
501 | $31,041 | |
| 4 | SPG |
Simon Property Group Inc.
This page
|
103 | $23,035 | |
| 5 | KIM |
Kimco Realty Corp
|
138 | $3,498 | |
| 6 | REG |
Regency Centers Corp
|
19 | $1,515 | |
| 7 | PINE |
Alpine Income Property Trust, Inc.
|
44 | $913 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
19 | $633 |
All Filings in SPG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,035 | 103 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $9,699 | 52 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,183 | 28 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,005 | 32 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $321 | 2 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1 | 2 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1 | 2 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1 | 2 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $58,139 | 383 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $59,935 | 383 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $263,598 | 1,848 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $251,817 | 2,331 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $300,709 | 2,604 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $290,898 | 2,598 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $271,966 | 2,315 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $209,835 | 2,338 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $224,390 | 2,364 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $68 | 1 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||