Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,013,358
+$153,269 QoQ
Shares Held
4,531
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#622
of 1,358 holders
Holding Since
Dec 2021
13 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, 2026Regal Investment Advisors LLC holds $1,736,245 across 2 REIT - Retail names. SPG ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
4,531 | $1,013,358 | |
| 2 | O |
Realty Income Corp
|
11,667 | $722,887 |
All Filings in SPG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,013,358 | 4,531 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $860,089 | 4,611 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $871,682 | 4,709 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $918,081 | 4,892 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $797,369 | 4,960 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $910,284 | 5,481 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,038,942 | 6,033 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $983,696 | 5,820 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $887,422 | 5,846 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $929,707 | 5,941 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $563,000 | 3,947 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $245,227 | 1,864 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $300,846 | 1,883 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||