Larson Financial Group LLC

Position in SPG — Simon Property Group Inc.

CIK 1731061 ST LOUIS, MO

Position in SPG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$559,776

+$121,621 QoQ

Shares Held

3,001

+26.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Mar 31, 2026

Larson Financial Group LLC holds $6,384,419 across 23 REIT - Retail names. SPG ranks #2 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSR	Whitestone REIT	275,226	$4,444,899
2	SPG	Simon Property Group Inc. This page	3,001	$559,776
3	O	Realty Income Corp	7,222	$441,841
4	REG	Regency Centers Corp	4,661	$352,651
5	PECO	Phillips Edison & Company, Inc.	3,226	$120,716
6	ADC	Agree Realty Corp	1,318	$99,350
7	NNN	Nnn REIT, Inc.	2,056	$86,413
8	KRG	Kite Realty Group Trust	2,724	$66,874

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$559,776	3,001	+26.8%	Shares	Sole	2026-05-15
2025-12-31	$438,155	2,367	-59.9%	Shares	Sole	2026-02-06
2025-09-30	$1,108,942	5,909	-19.4%	Shares	Sole	2025-11-14
2025-06-30	$1,178,370	7,330	+8.9%	Shares	Sole	2025-08-08
2025-03-31	$1,117,552	6,729	+76.8%	Shares	Sole	2025-05-02
2024-12-31	$655,431	3,806	+8.6%	Shares	Sole	2025-02-07
2024-09-30	$592,077	3,503	+12.2%	Shares	Sole	2024-11-12
2024-06-30	$473,919	3,122	+19.0%	Shares	Sole	2024-08-02
2024-03-31	$410,473	2,623	+1.3%	Shares	Sole	2024-05-03
2023-12-31	$369,294	2,589	+1.8%	Shares	Sole	2024-02-01
2023-09-30	$274,612	2,542	+6961.1%	Shares	Sole	2023-11-03
2020-12-31	$3,070	36	0.0%	Shares	Sole	2021-01-14
2020-09-30	$2,328	36	+2.9%	Shares	Sole	2020-10-08
2020-06-30	$2,393	35	—	Shares	Sole	2020-07-10
No filing history on record for this holder in this stock.