Lido Advisors, LLC

Position in SPG — Simon Property Group Inc.

CIK 1650150 Los Angeles, CA

Position in SPG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,876,748

+$627,956 QoQ

Shares Held

17,334

-0.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#386

of 1,353 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Real Estate · as of Jun 30, 2026

Lido Advisors, LLC holds $15,497,501 across 8 REIT - Retail names. SPG ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	117,206	$7,262,081
2	SPG	Simon Property Group Inc. This page	17,334	$3,876,748
3	FRT	Federal Realty Investment Trust	14,521	$1,792,472
4	SKT	Tanger Inc.	19,987	$788,885
5	NNN	Nnn REIT, Inc.	16,800	$781,704
6	KIM	Kimco Realty Corp	15,533	$393,761
7	EPRT	Essential Properties Realty Trust, Inc.	12,421	$370,765
8	REG	Regency Centers Corp	2,898	$231,085

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,876,748	17,334	-0.5%	Shares	Defined	2026-08-07
2026-03-31	$3,248,792	17,417	+1.8%	Shares	Defined	2026-05-13
2025-12-31	$3,167,415	17,111	+2.0%	Shares	Defined	2026-02-10
2025-09-30	$3,148,913	16,779	+40.7%	Shares	Defined	2025-11-14
2025-06-30	$1,917,543	11,928	-36.2%	Shares	Defined	2025-08-13
2025-03-31	$3,103,868	18,689	+17.5%	Shares	Defined	2025-05-15
2024-12-31	$2,739,515	15,908	+2.4%	Shares	Defined	2025-02-14
2024-09-30	$2,625,048	15,531	+20.7%	Shares	Sole	2024-11-14
2024-06-30	$1,952,754	12,864	+20.1%	Shares	Sole	2024-08-15
2024-03-31	$1,676,007	10,710	-17.2%	Shares	Sole	2024-05-15
2023-12-31	$1,843,907	12,927	+28.8%	Shares	Sole	2024-02-14
2023-09-30	$1,083,864	10,033	-8.5%	Shares	Sole	2023-11-14
2023-06-30	$1,266,700	10,969	+9.0%	Shares	Sole	2023-08-09
2023-03-31	$1,126,866	10,064	+15.0%	Shares	Sole	2023-05-15
2022-12-31	$1,028,537	8,755	-52.4%	Shares	Sole	2023-02-14
2022-09-30	$1,649,515	18,379	+3.7%	Shares	Sole	2022-11-14
2022-06-30	$1,681,697	17,717	+11.7%	Shares	Sole	2022-08-15
2022-03-31	$2,087,067	15,864	-54.0%	Shares	Sole	2022-05-17
2021-12-31	$5,505,833	34,461	+51.9%	Shares	Sole	2022-02-15
2021-09-30	$2,948,499	22,686	-10.4%	Shares	Sole	2022-02-15
2021-06-30	$3,303,884	25,321	+401.8%	Shares	Sole	2021-08-12
2021-03-31	$574,083	5,046	+2.1%	Shares	Sole	2021-05-13
2020-12-31	$421,453	4,942	-63.0%	Shares	Sole	2021-02-08
2020-09-30	$863,089	13,344	+58.0%	Shares	Sole	2020-11-12
2020-06-30	$577,537	8,446	-0.8%	Shares	Sole	2020-08-12
2020-03-31	$467,078	8,514	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.