Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$504,107
+$136,084 QoQ
Shares Held
2,254
+14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#782
of 1,353 holders
Holding Since
Mar 2020
3 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, 2026Advisory Alpha, LLC holds $739,493 across 2 REIT - Retail names. SPG ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
2,254 | $504,107 | |
| 2 | O |
Realty Income Corp
|
3,799 | $235,386 |
All Filings in SPG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,107 | 2,254 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $368,023 | 1,973 | Shares | Sole | 2026-05-14 | |
| 2020-03-31 | $2,304 | 42 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||