Sowell Financial Services LLC
Position in SPG — Simon Property Group Inc.
CIK 1633697
NORTH LITTLE ROCK, AR
Position in SPG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,140,106
+$420,113 QoQ
Shares Held
9,569
+3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#481
of 1,353 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Sowell Financial Services LLC holds $6,371,354 across 2 REIT - Retail names. SPG ranks #2 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
68,290 | $4,231,248 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
9,569 | $2,140,106 |
All Filings in SPG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,140,106 | 9,569 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,719,993 | 9,221 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,898,673 | 10,257 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,807,637 | 9,632 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,494,424 | 9,296 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,542,218 | 9,286 | Shares | Sole | 2025-04-17 | |
| 2023-03-31 | $520,100 | 4,645 | Shares | Sole | 2023-05-12 | |
| 2021-03-31 | $397,967 | 3,498 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $212,773 | 2,495 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $162,993 | 2,520 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $141,888 | 2,075 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $124,587 | 2,271 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||