Kovack Advisors, Inc.

Position in SPG — Simon Property Group Inc.

CIK 1728321 FT. LAUDERDALE, FL

Position in SPG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$573,214

+$94,205 QoQ

Shares Held

2,563

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#753

of 1,358 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Kovack Advisors, Inc. holds $3,485,376 across 3 REIT - Retail names. SPG ranks #2 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	40,444	$2,505,910
2	SPG	Simon Property Group Inc. This page	2,563	$573,214
3	PECO	Phillips Edison & Company, Inc.	9,761	$406,252

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$573,214	2,563	-0.2%	Shares	Sole	2026-07-29
2026-03-31	$479,009	2,568	+5.5%	Shares	Sole	2026-05-13
2025-12-31	$450,372	2,433	+41.4%	Shares	Sole	2026-02-17
2025-09-30	$322,980	1,721	-1.2%	Shares	Sole	2025-11-10
2025-06-30	$280,043	1,742	-0.9%	Shares	Sole	2025-08-04
2025-03-31	$291,802	1,757	+12.1%	Shares	Sole	2025-05-06
2024-12-31	$270,025	1,568	+11.4%	Shares	Sole	2025-02-05
2024-09-30	$237,980	1,408	-19.7%	Shares	Sole	2024-11-05
2024-06-30	$266,257	1,754	-15.3%	Shares	Sole	2024-08-05
2024-03-31	$323,934	2,070	+5.2%	Shares	Sole	2024-04-19
2023-12-31	$280,572	1,967	-70.6%	Shares	Sole	2024-02-02
2021-12-31	$1,069,180	6,692	+8.4%	Shares	Sole	2022-01-18
2021-09-30	$802,564	6,175	-35.5%	Shares	Sole	2021-11-03
2020-09-30	$619,311	9,575	—	Shares	Sole	2020-11-02
No filing history on record for this holder in this stock.