Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$464,968
+$77,546 QoQ
Shares Held
2,079
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#802
of 1,353 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Stratos Wealth Advisors, LLC holds $796,639 across 2 REIT - Retail names. SPG ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
2,079 | $464,968 | |
| 2 | O |
Realty Income Corp
|
5,353 | $331,671 |
All Filings in SPG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,968 | 2,079 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $387,422 | 2,077 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $410,018 | 2,215 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $415,689 | 2,215 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $335,345 | 2,086 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $346,276 | 2,085 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $363,018 | 2,108 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $431,170 | 2,551 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $383,143 | 2,524 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $392,320 | 2,507 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $359,595 | 2,521 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $271,479 | 2,513 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $280,731 | 2,431 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $270,519 | 2,416 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $282,304 | 2,403 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $213,335 | 2,377 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $241,571 | 2,545 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $326,926 | 2,485 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $412,046 | 2,579 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $304,519 | 2,343 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $305,323 | 2,340 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $297,963 | 2,619 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $231,705 | 2,717 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||