Stratos Wealth Partners, LTD.

Position in SPG — Simon Property Group Inc.

CIK 1612865 BEACHWOOD, OH

Position in SPG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$676,093

+$273,935 QoQ

Shares Held

3,023

+40.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#711

of 1,353 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Stratos Wealth Partners, LTD. holds $8,807,847 across 5 REIT - Retail names. SPG ranks #3 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	91,698	$5,681,608
2	PECO	Phillips Edison & Company, Inc.	45,006	$1,873,149
3	SPG	Simon Property Group Inc. This page	3,023	$676,093
4	KIM	Kimco Realty Corp	11,954	$303,033
5	CURB	Curbline Properties Corp.	9,012	$273,964

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$676,093	3,023	+40.2%	Shares	Sole	2026-08-11
2026-03-31	$402,158	2,156	-11.5%	Shares	Sole	2026-04-28
2025-12-31	$450,742	2,435	+0.4%	Shares	Sole	2026-01-20
2025-09-30	$455,099	2,425	+27.6%	Shares	Sole	2025-11-06
2025-06-30	$305,444	1,900	+7.6%	Shares	Sole	2025-07-29
2025-03-31	$293,297	1,766	-35.1%	Shares	Sole	2025-04-30
2024-12-31	$468,927	2,723	+8.4%	Shares	Sole	2025-01-27
2024-09-30	$424,409	2,511	-6.1%	Shares	Sole	2024-10-17
2024-06-30	$405,761	2,673	-76.9%	Shares	Sole	2024-07-24
2024-03-31	$1,807,146	11,548	+324.2%	Shares	Sole	2024-04-16
2023-12-31	$388,266	2,722	+8.3%	Shares	Sole	2024-01-24
2023-09-30	$271,587	2,514	+11.3%	Shares	Sole	2023-10-24
2023-06-30	$260,753	2,258	-19.8%	Shares	Sole	2023-07-18
2023-03-31	$315,195	2,815	-16.5%	Shares	Sole	2023-04-27
2022-12-31	$396,260	3,373	-13.9%	Shares	Sole	2023-01-19
2022-09-30	$351,550	3,917	-15.7%	Shares	Sole	2022-10-24
2022-06-30	$440,808	4,644	-2.9%	Shares	Sole	2022-07-22
2022-03-31	$628,988	4,781	+7.8%	Shares	Sole	2022-04-26
2021-12-31	$708,579	4,435	+16.6%	Shares	Sole	2022-01-14
2021-09-30	$494,535	3,805	+10.2%	Shares	Sole	2021-10-19
2021-06-30	$450,677	3,454	+43.9%	Shares	Sole	2021-07-19
2021-03-31	$273,161	2,401	—	Shares	Sole	2021-04-27
No filing history on record for this holder in this stock.