Steward Partners Investment Advisory, LLC
Position in SPG — Simon Property Group Inc.
CIK 1723397
STAMFORD, CT
Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,912,024
+$2,572,006 QoQ
Shares Held
21,963
+75.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#361
of 1,353 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $28,209,379 across 21 REIT - Retail names. SPG ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
247,873 | $15,358,211 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
21,963 | $4,912,024 | |
| 3 | FRT |
Federal Realty Investment Trust
|
18,677 | $2,305,488 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
53,679 | $1,692,498 | |
| 5 | NNN |
Nnn REIT, Inc.
|
27,016 | $1,257,054 | |
| 6 | KIM |
Kimco Realty Corp
|
31,164 | $790,007 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
18,452 | $550,792 | |
| 8 | REG |
Regency Centers Corp
|
5,605 | $446,942 |
All Filings in SPG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,912,024 | 21,963 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,340,018 | 12,545 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,215,951 | 11,971 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,107,721 | 11,231 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,685,086 | 10,482 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,024,681 | 12,191 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,142,636 | 12,442 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,235,120 | 13,224 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,085,883 | 13,741 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,155,649 | 13,775 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,188,240 | 15,341 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,291,424 | 21,211 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,420,114 | 20,957 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,305,910 | 20,594 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,027,577 | 25,771 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,471,535 | 27,538 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,228,341 | 23,476 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,617,517 | 19,896 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,101,615 | 19,413 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,730,409 | 21,008 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,785,227 | 13,682 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,474,572 | 12,961 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,173,964 | 13,766 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $625,649 | 9,673 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $385,184 | 5,633 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $436,411 | 7,955 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||