IBEX WEALTH ADVISORS

Position in SPG — Simon Property Group Inc.

CIK 1686242 BEDMINSTER, NJ

Position in SPG

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

Position Value

$6,155,966

+$5,751,962 QoQ

Shares Held

27,525

+1073.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#335

of 1,358 holders

Holding Since

Mar 2021

7 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Real Estate · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $25,428,001 across 3 REIT - Retail names. SPG ranks #3 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KIM	Kimco Realty Corp	422,853	$10,719,323
2	ADC	Agree Realty Corp	112,922	$8,552,712
3	SPG	Simon Property Group Inc. This page	27,525	$6,155,966

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,155,966	27,525	+1073.3%	Shares	Sole	2026-07-27
2024-12-31	$404,004	2,346	-79.2%	Shares	Sole	2025-01-23
2023-03-31	$1,264,925	11,297	-31.1%	Shares	Sole	2023-05-15
2021-12-31	$2,619,109	16,393	+8.7%	Shares	Sole	2022-02-22
2021-09-30	$1,959,947	15,080	+13.1%	Shares	Sole	2021-11-12
2021-06-30	$1,739,167	13,329	+3.8%	Shares	Sole	2021-08-20
2021-03-31	$1,460,237	12,835	—	Shares	Sole	2021-05-05
No filing history on record for this holder in this stock.