Cetera Investment Advisers

Position in SPG — Simon Property Group Inc.

CIK 1666741 SCHAUMBURG, IL

Position in SPG

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$13,192,893

-$486,736 QoQ

Shares Held

70,728

-4.3% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Cetera Investment Advisers holds $143,240,005 across 19 REIT - Retail names. SPG ranks #3 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	1,276,937	$78,123,005
2	PECO	Phillips Edison & Company, Inc.	657,017	$24,585,576
3	SPG	Simon Property Group Inc. This page	70,728	$13,192,893
4	FRT	Federal Realty Investment Trust	47,313	$5,025,113
5	ADC	Agree Realty Corp	62,562	$4,715,923
6	KIM	Kimco Realty Corp	197,693	$4,442,161
7	BRX	Brixmor Property Group Inc.	81,870	$2,357,856
8	IVT	InvenTrust Properties Corp.	69,809	$2,126,382

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,192,893	70,728	-4.3%	Shares	Sole	2026-05-13
2025-12-31	$13,679,629	73,900	-0.7%	Shares	Sole	2026-02-17
2025-09-30	$13,967,339	74,425	+30.7%	Shares	Sole	2025-11-14
2025-06-30	$9,152,388	56,932	+24.4%	Shares	Sole	2025-08-08
2025-03-31	$7,602,478	45,776	+6.2%	Shares	Sole	2025-05-06
2024-12-31	$7,423,456	43,107	-30.1%	Shares	Sole	2025-02-14
2024-09-30	$10,420,421	61,652	+0.3%	Shares	Sole	2024-11-13
2024-06-30	$9,328,110	61,450	-1.8%	Shares	Sole	2024-08-22
2024-03-31	$9,797,056	62,605	+145.4%	Shares	Sole	2024-05-24
2023-12-31	$3,639,031	25,512	-10.6%	Shares	Sole	2024-02-13
2023-09-30	$3,083,392	28,542	+0.8%	Shares	Sole	2023-11-14
2023-06-30	$3,269,816	28,315	-5.2%	Shares	Sole	2023-08-10
2023-03-31	$3,343,088	29,857	+2.1%	Shares	Sole	2023-05-15
2022-12-31	$3,435,937	29,247	+194.4%	Shares	Sole	2023-02-14
2022-09-30	$891,486	9,933	-36.9%	Shares	Sole	2022-11-14
2022-06-30	$1,494,135	15,741	-0.5%	Shares	Sole	2022-08-11
2022-03-31	$2,080,358	15,813	-10.5%	Shares	Sole	2022-05-13
2021-12-31	$2,821,538	17,660	+7.3%	Shares	Sole	2022-02-14
2021-09-30	$2,138,396	16,453	+16.9%	Shares	Sole	2021-11-16
2021-06-30	$1,836,897	14,078	+17.3%	Shares	Sole	2021-08-13
2021-03-31	$1,365,467	12,002	-2.3%	Shares	Sole	2021-05-17
2020-12-31	$1,047,750	12,286	+269.2%	Shares	Sole	2021-02-17
2020-09-30	$215,255	3,328	+6.0%	Shares	Sole	2020-11-13
2020-06-30	$214,644	3,139	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.