Prospera Financial Services Inc

Position in SPG — Simon Property Group Inc.

CIK 1541625 Dallas, TX

Position in SPG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,369,450

+$632,508 QoQ

Shares Held

19,537

-2.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#370

of 1,353 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Prospera Financial Services Inc holds $5,731,707 across 3 REIT - Retail names. SPG ranks #1 (76.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	19,537	$4,369,450
2	O	Realty Income Corp	15,506	$960,751
3	IVT	InvenTrust Properties Corp.	11,342	$401,506

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,369,450	19,537	-2.5%	Shares	Sole	2026-07-15
2026-03-31	$3,736,942	20,034	-4.2%	Shares	Sole	2026-04-14
2025-12-31	$3,872,316	20,919	+1.4%	Shares	Sole	2026-02-09
2025-09-30	$3,871,632	20,630	-0.1%	Shares	Sole	2025-11-06
2025-06-30	$3,320,015	20,652	+16.1%	Shares	Sole	2025-08-06
2025-03-31	$2,954,895	17,792	-1.0%	Shares	Sole	2025-05-15
2024-12-31	$3,095,819	17,977	+0.7%	Shares	Sole	2025-02-13
2024-09-30	$3,018,359	17,858	+61.8%	Shares	Sole	2024-11-07
2024-06-30	$1,675,720	11,039	+0.4%	Shares	Sole	2024-08-13
2024-03-31	$1,721,390	11,000	-2.5%	Shares	Sole	2024-08-13
2023-12-31	$1,609,692	11,285	+224.7%	Shares	Sole	2024-02-14
2023-06-30	$401,293	3,475	-43.5%	Shares	Sole	2023-08-08
2023-03-31	$688,279	6,147	+1.2%	Shares	Sole	2023-05-12
2022-12-31	$713,808	6,076	+1.6%	Shares	Sole	2023-02-08
2022-09-30	$536,525	5,978	+162.0%	Shares	Sole	2022-10-27
2022-06-30	$216,607	2,282	-15.7%	Shares	Sole	2022-08-08
2022-03-31	$356,264	2,708	-5.8%	Shares	Sole	2022-05-04
2021-12-31	$459,178	2,874	-7.4%	Shares	Sole	2022-02-10
2021-09-30	$403,556	3,105	-67.3%	Shares	Sole	2021-11-12
2021-06-30	$1,237,863	9,487	+11.0%	Shares	Sole	2021-08-16
2021-03-31	$971,937	8,543	+147.2%	Shares	Sole	2021-05-06
2020-12-31	$294,727	3,456	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.