Sound Income Strategies, LLC
Position in SPG — Simon Property Group Inc.
CIK 1730960
Ft Lauderdale, FL
Position in SPG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$23,621,226
+$19,146 QoQ
Shares Held
126,635
-0.7% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Sound Income Strategies, LLC holds $87,665,150 across 23 REIT - Retail names. SPG ranks #1 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
126,635 | $23,621,226 | |
| 2 | PINE |
Alpine Income Property Trust, Inc.
|
1,209,758 | $21,775,644 | |
| 3 | O |
Realty Income Corp
|
352,843 | $21,586,934 | |
| 4 | NNN |
Nnn REIT, Inc.
|
476,389 | $20,022,629 | |
| 5 | NTST |
NETSTREIT Corp.
|
14,623 | $275,351 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
3,672 | $137,406 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
3,160 | $96,253 | |
| 8 | ADC |
Agree Realty Corp
|
360 | $27,136 |
All Filings in SPG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,621,226 | 126,635 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $23,602,080 | 127,503 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $22,657,211 | 120,729 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $19,069,511 | 118,621 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $18,537,185 | 111,616 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $18,204,146 | 105,709 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $17,197,446 | 101,748 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $14,665,398 | 96,610 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $14,203,658 | 90,764 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $12,365,318 | 86,689 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $8,912,691 | 82,502 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $8,966,098 | 77,642 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $7,904,746 | 70,597 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $7,477,367 | 63,648 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $4,818,946 | 53,693 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $4,610,264 | 48,570 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $5,869,812 | 44,617 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $5,947,917 | 37,228 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $4,231,823 | 32,560 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,019,829 | 23,144 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,697,903 | 14,924 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $390,838 | 4,583 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $10,478 | 162 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $11,077 | 162 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $10,533 | 192 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||