Krilogy Financial LLC

Position in SPG — Simon Property Group Inc.

CIK 1659047 ST. LOUIS, MO

Position in SPG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$320,714

+$44,464 QoQ

Shares Held

1,434

-3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#920

of 1,358 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Krilogy Financial LLC holds $2,976,647 across 5 REIT - Retail names. SPG ranks #5 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NNN	Nnn REIT, Inc.	21,288	$990,530
2	FRT	Federal Realty Investment Trust	5,775	$712,866
3	O	Realty Income Corp	9,604	$595,063
4	REG	Regency Centers Corp	4,483	$357,474
5	SPG	Simon Property Group Inc. This page	1,434	$320,714

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$320,714	1,434	-3.2%	Shares	Sole	2026-07-27
2026-03-31	$276,250	1,481	+6.0%	Shares	Sole	2026-04-17
2025-12-31	$258,598	1,397	-11.1%	Shares	Sole	2026-01-27
2025-09-30	$295,017	1,572	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.