IFP Advisors, Inc

Position in SPG — Simon Property Group Inc.

CIK 1641866 TAMPA, FL

Position in SPG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$785,458

+$257,392 QoQ

Shares Held

3,512

+24.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#678

of 1,358 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

IFP Advisors, Inc holds $5,214,113 across 24 REIT - Retail names. SPG ranks #2 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	56,729	$3,514,928
2	SPG	Simon Property Group Inc. This page	3,512	$785,458
3	NNN	Nnn REIT, Inc.	5,583	$259,776
4	FRT	Federal Realty Investment Trust	1,516	$187,135
5	IVT	InvenTrust Properties Corp.	4,587	$162,379
6	SKT	Tanger Inc.	1,628	$64,257
7	KIM	Kimco Realty Corp	1,738	$44,058
8	ADC	Agree Realty Corp	393	$29,765

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$785,458	3,512	+24.1%	Shares	Sole	2026-07-20
2026-03-31	$528,066	2,831	+1.3%	Shares	Sole	2026-04-13
2025-12-31	$517,382	2,795	-12.8%	Shares	Sole	2026-02-06
2025-09-30	$601,482	3,205	-25.1%	Shares	Sole	2026-02-06
2025-06-30	$688,213	4,281	+4.6%	Shares	Sole	2025-07-24
2025-03-31	$679,931	4,094	+9.6%	Shares	Sole	2025-05-05
2024-12-31	$643,204	3,735	+4.4%	Shares	Sole	2025-02-04
2024-09-30	$604,415	3,576	+20.4%	Shares	Sole	2025-02-04
2024-06-30	$450,846	2,970	+10.0%	Shares	Sole	2024-07-30
2024-03-31	$422,523	2,700	+4.1%	Shares	Sole	2024-07-30
2023-12-31	$370,008	2,594	-34.8%	Shares	Sole	2024-01-09
2023-09-30	$429,851	3,979	+21.6%	Shares	Sole	2023-10-12
2023-06-30	$377,966	3,273	+2.5%	Shares	Sole	2023-08-04
2023-03-31	$357,408	3,192	-23.5%	Shares	Sole	2023-04-18
2022-12-31	$820	4,171	-10.2%	Shares	Sole	2023-02-07
2022-09-30	$416,888	4,645	+7641.7%	Shares	Sole	2022-11-08
2022-06-30	$5,695	60	-97.3%	Shares	Sole	2022-08-12
2022-03-31	$288,116	2,190	+48.6%	Shares	Sole	2022-08-08
2021-12-31	$235,500	1,474	-20.5%	Shares	Sole	2022-01-12
2021-09-30	$240,834	1,853	-17.2%	Shares	Sole	2021-10-06
2021-06-30	$292,144	2,239	+51.0%	Shares	Sole	2021-07-13
2021-03-31	$168,720	1,483	-11.5%	Shares	Sole	2021-04-30
2020-12-31	$142,844	1,675	+68.5%	Shares	Sole	2021-01-25
2020-09-30	$64,291	994	+53.6%	Shares	Sole	2020-10-29
2020-06-30	$44,241	647	+68.5%	Shares	Sole	2020-08-05
2020-03-31	$21,066	384	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.