Pure Financial Advisors, LLC

Position in SPG — Simon Property Group Inc.

CIK 1571556 SAN DIEGO, CA

Position in SPG

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

Position Value

$416,883

+$89,337 QoQ

Shares Held

1,864

+6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#839

of 1,353 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Pure Financial Advisors, LLC holds $2,859,360 across 3 REIT - Retail names. SPG ranks #2 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	34,758	$2,153,605
2	SPG	Simon Property Group Inc. This page	1,864	$416,883
3	ADC	Agree Realty Corp	3,814	$288,872

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$416,883	1,864	+6.2%	Shares	Sole	2026-08-17
2026-03-31	$327,546	1,756	+13.1%	Shares	Sole	2026-04-10
2025-12-31	$287,475	1,553	+29.5%	Shares	Sole	2026-02-04
2025-09-30	$225,016	1,199	-6.7%	Shares	Sole	2025-10-20
2025-06-30	$206,576	1,285	—	Shares	Sole	2025-07-18
No filing history on record for this holder in this stock.