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Equibles

KESTRA PRIVATE WEALTH SERVICES, LLC

Position in SPG — Simon Property Group Inc.

CIK 1649451 AUSTIN, TX
Back to SPG Full portfolio

Position in SPG

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$2,837,223
+$340,146 QoQ
Shares Held
12,686
-5.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#441
of 1,360 holders
Holding Since
Dec 2023
11 quarters on record

Common Shares in SPG Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $17,022,656 across 7 REIT - Retail names. SPG ranks #2 (16.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 O
Realty Income Corp
 159,562 $9,886,461
2 SPG
Simon Property Group Inc.
This page 		12,686 $2,837,223
3 GTY
Getty Realty Corp /Md/
 53,132 $1,772,483
4 NTST
NETSTREIT Corp.
 47,608 $1,005,957
5 KIM
Kimco Realty Corp
 22,310 $565,558
6 FRT
Federal Realty Investment Trust
 4,139 $510,918
7 PINE
Alpine Income Property Trust, Inc.
 21,390 $444,056

All Filings in SPG

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,837,223 12,686
2026-03-31 $2,497,077 13,387
2025-12-31 $2,433,826 13,148
2025-09-30 $2,354,883 12,548
2025-06-30 $2,787,417 17,339
2025-03-31 $2,606,625 15,695
2024-12-31 $2,736,933 15,893
2024-09-30 $529,877 3,135
2024-06-30 $680,519 4,483
2024-03-31 $715,002 4,569
2023-12-31 $367,868 2,579