LEVEL FOUR ADVISORY SERVICES, LLC
Position in SPG — Simon Property Group Inc.
CIK 1696715
DALLAS, TX
Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$206,205
+$4,787 QoQ
Shares Held
922
-39.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,080
of 1,353 holders
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $5,775,045 across 2 REIT - Retail names. SPG ranks #2 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
89,878 | $5,568,840 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
922 | $206,205 |
All Filings in SPG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,205 | 922 | Shares | Sole | 2026-08-10 | |
| 2022-03-31 | $201,418 | 1,531 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $580,284 | 3,632 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $384,451 | 2,958 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $397,833 | 3,049 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $317,532 | 2,791 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $218,402 | 2,561 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||