Sound Income Strategies, LLC

Position in SPG — Simon Property Group Inc.

CIK 1730960 Ft Lauderdale, FL

Position in SPG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$28,633,014

+$5,011,788 QoQ

Shares Held

128,026

+1.1% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

1.80%

of 13F equity value

Holder Rank

#167

of 1,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Sound Income Strategies, LLC holds $100,160,817 across 5 REIT - Retail names. SPG ranks #1 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	128,026	$28,633,014
2	PINE	Alpine Income Property Trust, Inc.	1,235,594	$25,650,931
3	NNN	Nnn REIT, Inc.	492,874	$22,933,427
4	O	Realty Income Corp	365,426	$22,641,794
5	NTST	NETSTREIT Corp.	14,276	$301,651

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,633,014	128,026	+1.1%	Shares	Sole	2026-07-20
2026-03-31	$23,621,226	126,635	-0.7%	Shares	Sole	2026-04-27
2025-12-31	$23,602,080	127,503	+5.6%	Shares	Sole	2026-01-21
2025-09-30	$22,657,211	120,729	+1.8%	Shares	Sole	2025-10-10
2025-06-30	$19,069,511	118,621	+6.3%	Shares	Sole	2025-07-17
2025-03-31	$18,537,185	111,616	+5.6%	Shares	Sole	2025-04-17
2024-12-31	$18,204,146	105,709	+3.9%	Shares	Sole	2025-01-21
2024-09-30	$17,197,446	101,748	+5.3%	Shares	Sole	2024-10-10
2024-06-30	$14,665,398	96,610	+6.4%	Shares	Sole	2024-07-12
2024-03-31	$14,203,658	90,764	+4.7%	Shares	Sole	2024-04-15
2023-12-31	$12,365,318	86,689	+5.1%	Shares	Sole	2024-01-10
2023-09-30	$8,912,691	82,502	+6.3%	Shares	Sole	2023-10-12
2023-06-30	$8,966,098	77,642	+10.0%	Shares	Sole	2023-07-10
2023-03-31	$7,904,746	70,597	+10.9%	Shares	Sole	2023-04-10
2022-12-31	$7,477,367	63,648	+18.5%	Shares	Sole	2023-01-11
2022-09-30	$4,818,946	53,693	+10.5%	Shares	Sole	2022-10-18
2022-06-30	$4,610,264	48,570	+8.9%	Shares	Sole	2022-07-11
2022-03-31	$5,869,812	44,617	+19.8%	Shares	Sole	2022-04-11
2021-12-31	$5,947,917	37,228	+14.3%	Shares	Sole	2022-01-13
2021-09-30	$4,231,823	32,560	+40.7%	Shares	Sole	2021-10-12
2021-06-30	$3,019,829	23,144	+55.1%	Shares	Sole	2021-07-13
2021-03-31	$1,697,903	14,924	+225.6%	Shares	Sole	2021-04-14
2020-12-31	$390,838	4,583	+2729.0%	Shares	Sole	2021-01-11
2020-09-30	$10,478	162	0.0%	Shares	Sole	2020-10-08
2020-06-30	$11,077	162	-15.6%	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.