Capital Asset Advisory Services LLC

Position in SPG — Simon Property Group Inc.

CIK 1666024 Williamston, MI

Position in SPG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,390,208

New position

Shares Held

6,216

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#563

of 1,353 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Capital Asset Advisory Services LLC holds $2,164,706 across 3 REIT - Retail names. SPG ranks #1 (64.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	6,216	$1,390,208
2	PECO	Phillips Edison & Company, Inc.	9,684	$403,048
3	O	Realty Income Corp	5,995	$371,450

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,390,208	6,216	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.