Position in SPG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,696,832
+$364,262 QoQ
Shares Held
7,587
+6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#522
of 1,353 holders
Holding Since
Mar 2020
26 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, 2026Valeo Financial Advisors, LLC holds $2,093,561 across 2 REIT - Retail names. SPG ranks #1 (81.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
7,587 | $1,696,832 | |
| 2 | O |
Realty Income Corp
|
6,403 | $396,729 |
All Filings in SPG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,696,832 | 7,587 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,332,570 | 7,144 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,554,183 | 8,396 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,542,835 | 8,221 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,352,956 | 8,416 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,497,045 | 9,014 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,421,765 | 8,256 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,596,224 | 9,444 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,413,865 | 9,314 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,479,143 | 9,452 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,250,810 | 8,769 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $928,517 | 8,595 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,033,430 | 8,949 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,011,536 | 9,034 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,412,462 | 12,023 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $773,914 | 8,623 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,395,952 | 35,777 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,366,332 | 40,790 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,679,662 | 10,513 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $1,329,203 | 10,227 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $995,170 | 7,627 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $858,735 | 7,548 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $662,284 | 7,766 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $559,029 | 8,643 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $710,741 | 10,394 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $538,231 | 9,811 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||