Position in SPG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,628,334
+$804,444 QoQ
Shares Held
11,752
+20.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#453
of 1,358 holders
Holding Since
Dec 2021
17 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, 2026Sequoia Financial Advisors, LLC holds $14,558,282 across 15 REIT - Retail names. SPG ranks #1 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
11,752 | $2,628,334 | |
| 2 | O |
Realty Income Corp
|
37,446 | $2,320,154 | |
| 3 | NNN |
Nnn REIT, Inc.
|
45,353 | $2,110,275 | |
| 4 | KIM |
Kimco Realty Corp
|
59,735 | $1,514,282 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
36,564 | $1,152,862 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
21,728 | $904,319 | |
| 7 | KRG |
Kite Realty Group Trust
|
23,757 | $674,223 | |
| 8 | REG |
Regency Centers Corp
|
7,238 | $577,158 |
All Filings in SPG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,628,334 | 11,752 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,823,890 | 9,778 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,679,503 | 9,073 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,445,622 | 7,703 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $996,712 | 6,200 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,037,833 | 6,249 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,000,884 | 5,812 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $753,491 | 4,458 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $942,526 | 6,209 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $640,044 | 4,090 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $860,689 | 6,034 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $391,932 | 3,628 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $354,523 | 3,070 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $292,353 | 2,611 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $296,049 | 2,520 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $362,974 | 2,759 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $325,771 | 2,039 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||