Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$402,570
+$83,071 QoQ
Shares Held
1,800
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#848
of 1,353 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026IFG Advisory, LLC holds $4,373,755 across 11 REIT - Retail names. SPG ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
52,332 | $3,242,490 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
16,081 | $507,033 | |
| 3 | SPG |
Simon Property Group Inc.
This page
|
1,800 | $402,570 | |
| 4 | IVT |
InvenTrust Properties Corp.
|
2,638 | $93,385 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
1,010 | $42,036 | |
| 6 | SKT |
Tanger Inc.
|
750 | $29,602 | |
| 7 | REG |
Regency Centers Corp
|
283 | $22,566 | |
| 8 | KRG |
Kite Realty Group Trust
|
706 | $20,036 |
All Filings in SPG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,570 | 1,800 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $319,499 | 1,726 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $323,730 | 1,725 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $302,068 | 1,879 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $311,898 | 1,878 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $323,238 | 1,877 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $284,625 | 1,875 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $280,430 | 1,966 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $216,276 | 2,002 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $241,631 | 2,158 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $285,006 | 2,426 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $207,322 | 2,310 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $219,170 | 2,309 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $286,406 | 2,177 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $432,497 | 2,707 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $351,828 | 2,707 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $370,824 | 2,842 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $341,992 | 3,006 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $273,322 | 3,205 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||