OneDigital Investment Advisors LLC

Position in SPG — Simon Property Group Inc.

CIK 1690370 OVERLAND PARK, KS

Position in SPG

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

Position Value

$606,091

-$497,793 QoQ

Shares Held

2,710

-54.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#740

of 1,358 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $6,744,661 across 5 REIT - Retail names. SPG ranks #2 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	83,518	$5,174,775
2	SPG	Simon Property Group Inc. This page	2,710	$606,091
3	PECO	Phillips Edison & Company, Inc.	12,683	$527,866
4	ADC	Agree Realty Corp	2,996	$226,917
5	NNN	Nnn REIT, Inc.	4,492	$209,012

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$606,091	2,710	-54.2%	Shares	Sole	2026-08-07
2026-03-31	$1,103,884	5,918	+0.0%	Shares	Sole	2026-05-08
2025-12-31	$1,095,110	5,916	-12.6%	Shares	Sole	2026-02-13
2025-09-30	$1,270,901	6,772	-4.3%	Shares	Sole	2025-11-10
2025-06-30	$1,137,537	7,076	+24.3%	Shares	Sole	2025-08-07
2025-03-31	$945,659	5,694	-9.8%	Shares	Sole	2025-04-29
2024-12-31	$1,087,333	6,314	-3.0%	Shares	Sole	2025-02-13
2024-09-30	$1,100,151	6,509	+3.0%	Shares	Sole	2024-11-06
2024-06-30	$959,224	6,319	+54.4%	Shares	Sole	2024-08-02
2024-03-31	$640,513	4,093	+2.1%	Shares	Sole	2024-05-10
2023-12-31	$571,843	4,009	-4.7%	Shares	Sole	2024-02-13
2023-09-30	$454,374	4,206	+29.3%	Shares	Sole	2023-11-14
2023-06-30	$375,771	3,254	-6.7%	Shares	Sole	2023-08-07
2023-03-31	$390,327	3,486	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.