Independent Advisor Alliance

Position in SPG — Simon Property Group Inc.

CIK 1696899 CHARLOTTE, NC

Position in SPG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$15,358,492

+$2,459,197 QoQ

Shares Held

68,672

-0.7% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#228

of 1,353 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Independent Advisor Alliance holds $17,941,060 across 4 REIT - Retail names. SPG ranks #1 (85.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	68,672	$15,358,492
2	O	Realty Income Corp	18,233	$1,129,715
3	FRT	Federal Realty Investment Trust	6,958	$858,895
4	PECO	Phillips Edison & Company, Inc.	14,271	$593,958

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,358,492	68,672	-0.7%	Shares	Sole	2026-08-12
2026-03-31	$12,899,295	69,154	-8.6%	Shares	Sole	2026-05-12
2025-12-31	$14,002,090	75,642	+4.6%	Shares	Sole	2026-02-04
2025-09-30	$13,571,542	72,316	-0.7%	Shares	Sole	2025-11-04
2025-06-30	$11,709,918	72,841	-3.9%	Shares	Sole	2025-08-11
2025-03-31	$12,587,036	75,789	+9.1%	Shares	Sole	2025-05-12
2024-12-31	$11,960,672	69,454	+4.0%	Shares	Sole	2025-02-07
2024-09-30	$11,289,351	66,793	-2.6%	Shares	Sole	2024-11-13
2024-06-30	$10,412,720	68,595	-4.6%	Shares	Sole	2024-08-12
2024-03-31	$11,256,012	71,928	+8.3%	Shares	Sole	2024-05-08
2023-12-31	$9,472,865	66,411	+0.8%	Shares	Sole	2024-02-08
2023-09-30	$7,116,152	65,872	+0.4%	Shares	Sole	2023-10-24
2023-06-30	$7,572,947	65,578	+3.8%	Shares	Sole	2023-07-28
2023-03-31	$7,075,944	63,195	+0.0%	Shares	Sole	2023-05-12
2022-12-31	$7,422,268	63,179	-16.1%	Shares	Sole	2023-02-13
2022-09-30	$6,754,944	75,264	+6.0%	Shares	Sole	2022-11-04
2022-06-30	$6,742,357	71,032	-12.1%	Shares	Sole	2022-08-04
2022-03-31	$10,634,652	80,835	+14.3%	Shares	Sole	2022-05-06
2021-12-31	$11,298,295	70,716	+14.7%	Shares	Sole	2022-02-11
2021-09-30	$8,015,899	61,675	+33.9%	Shares	Sole	2021-11-01
2021-06-30	$6,009,256	46,055	+20.8%	Shares	Sole	2021-08-12
2021-03-31	$4,336,229	38,114	+23.9%	Shares	Sole	2021-05-14
2020-12-31	$2,624,065	30,770	+21.0%	Shares	Sole	2021-02-11
2020-09-30	$1,644,489	25,425	+309.0%	Shares	Sole	2020-11-04
2020-06-30	$425,050	6,216	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.