Brookstone Capital Management

Position in SPG — Simon Property Group Inc.

CIK 1599584 WHEATON, IL

Position in SPG

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

Position Value

$5,378,558

+$984,844 QoQ

Shares Held

24,049

+2.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#353

of 1,358 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Brookstone Capital Management holds $8,709,467 across 5 REIT - Retail names. SPG ranks #1 (61.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	24,049	$5,378,558
2	O	Realty Income Corp	30,338	$1,879,742
3	PECO	Phillips Edison & Company, Inc.	23,073	$960,298
4	IVT	InvenTrust Properties Corp.	7,695	$272,403
5	KIM	Kimco Realty Corp	8,618	$218,466

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,378,558	24,049	+2.1%	Shares	Sole	2026-07-15
2026-03-31	$4,393,714	23,555	-0.7%	Shares	Sole	2026-04-16
2025-12-31	$4,392,845	23,731	+0.5%	Shares	Sole	2026-01-15
2025-09-30	$4,433,328	23,623	+5.3%	Shares	Sole	2025-10-15
2025-06-30	$3,606,489	22,434	-7.4%	Shares	Sole	2025-07-30
2025-03-31	$4,021,627	24,215	+11.4%	Shares	Sole	2025-04-29
2024-12-31	$3,741,778	21,728	+2.6%	Shares	Sole	2025-01-13
2024-09-30	$3,578,153	21,170	+8.6%	Shares	Sole	2024-10-08
2024-06-30	$2,958,885	19,492	+39.3%	Shares	Sole	2024-07-18
2024-03-31	$2,189,451	13,991	+9.6%	Shares	Sole	2024-04-15
2023-12-31	$1,820,229	12,761	+3.9%	Shares	Sole	2024-01-11
2023-09-30	$1,326,392	12,278	-5.1%	Shares	Sole	2023-10-20
2023-06-30	$1,493,502	12,933	+6.1%	Shares	Sole	2023-07-11
2023-03-31	$1,364,914	12,190	-4.8%	Shares	Sole	2023-04-19
2022-12-31	$1,504,096	12,803	-0.2%	Shares	Sole	2023-01-09
2022-09-30	$1,151,761	12,833	+3.6%	Shares	Sole	2022-10-14
2022-06-30	$1,175,489	12,384	+5.1%	Shares	Sole	2022-07-11
2022-03-31	$1,549,645	11,779	-32.2%	Shares	Sole	2022-04-12
2021-12-31	$2,774,885	17,368	+45.5%	Shares	Sole	2022-01-11
2021-09-30	$1,551,841	11,940	+14.5%	Shares	Sole	2021-11-03
2021-06-30	$1,360,775	10,429	-11.8%	Shares	Sole	2021-07-14
2021-03-31	$1,344,875	11,821	+5.0%	Shares	Sole	2021-04-16
2020-12-31	$960,167	11,259	-58.4%	Shares	Sole	2021-01-13
2020-09-30	$1,749,594	27,050	+12.8%	Shares	Sole	2020-10-13
2020-03-31	$1,315,268	23,975	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.