KESTRA PRIVATE WEALTH SERVICES, LLC
Position in SPG — Simon Property Group Inc.
CIK 1649451
AUSTIN, TX
Position in SPG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$2,497,077
+$63,251 QoQ
Shares Held
13,387
+1.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $16,064,922 across 7 REIT - Retail names. SPG ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
154,470 | $9,450,474 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
13,387 | $2,497,077 | |
| 3 | GTY |
Getty Realty Corp /Md/
|
50,003 | $1,590,095 | |
| 4 | FRT |
Federal Realty Investment Trust
|
10,523 | $1,117,647 | |
| 5 | SKT |
Tanger Inc.
|
17,518 | $595,261 | |
| 6 | KIM |
Kimco Realty Corp
|
22,086 | $496,272 | |
| 7 | PINE |
Alpine Income Property Trust, Inc.
|
17,672 | $318,096 |
All Filings in SPG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,497,077 | 13,387 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,433,826 | 13,148 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,354,883 | 12,548 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,787,417 | 17,339 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,606,625 | 15,695 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,736,933 | 15,893 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $529,877 | 3,135 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $680,519 | 4,483 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $715,002 | 4,569 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $367,868 | 2,579 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||