Mutual Advisors, LLC

Position in SPG — Simon Property Group Inc.

CIK 1694080 OMAHA, NE

Position in SPG

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

Position Value

$700,024

+$143,792 QoQ

Shares Held

3,130

+5.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#700

of 1,353 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Mutual Advisors, LLC holds $7,683,149 across 3 REIT - Retail names. SPG ranks #3 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	89,753	$5,561,095
2	PECO	Phillips Edison & Company, Inc.	34,167	$1,422,030
3	SPG	Simon Property Group Inc. This page	3,130	$700,024

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$700,024	3,130	+5.0%	Shares	Sole	2026-08-14
2026-03-31	$556,232	2,982	+1.3%	Shares	Sole	2026-05-04
2025-12-31	$544,963	2,944	0.0%	Shares	Sole	2026-02-02
2025-09-30	$552,500	2,944	+6.9%	Shares	Sole	2025-11-04
2025-06-30	$442,733	2,754	+13.7%	Shares	Sole	2025-07-28
2025-03-31	$402,411	2,423	-13.0%	Shares	Sole	2025-04-28
2024-12-31	$479,432	2,784	-0.4%	Shares	Sole	2025-01-17
2024-09-30	$472,241	2,794	-4.2%	Shares	Sole	2024-10-25
2024-06-30	$442,648	2,916	-0.1%	Shares	Sole	2024-07-30
2024-03-31	$456,950	2,920	-0.4%	Shares	Sole	2024-05-02
2023-12-31	$418,363	2,933	-13.8%	Shares	Sole	2024-01-12
2023-09-30	$367,626	3,403	-8.0%	Shares	Sole	2023-11-13
2023-06-30	$427,276	3,700	-11.1%	Shares	Sole	2023-07-31
2023-03-31	$465,907	4,161	+22.9%	Shares	Sole	2023-04-11
2022-12-31	$397,787	3,386	+11.2%	Shares	Sole	2023-01-12
2022-09-30	$273,199	3,044	+33.0%	Shares	Sole	2022-11-03
2022-06-30	$217,271	2,289	+13.7%	Shares	Sole	2022-08-15
2022-03-31	$264,961	2,014	+1.8%	Shares	Sole	2022-05-09
2021-12-31	$316,025	1,978	+3.5%	Shares	Sole	2022-02-14
2021-09-30	$248,372	1,911	+22.6%	Shares	Sole	2021-11-15
2021-06-30	$203,418	1,559	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.