Foundations Investment Advisors, LLC
EndowmentPosition in SPG — Simon Property Group Inc.
CIK 1743404
PHOENIX, AZ
Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,074,069
+$487,271 QoQ
Shares Held
13,745
-0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#427
of 1,360 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $6,959,816 across 4 REIT - Retail names. SPG ranks #1 (44.2% of the industry book) .
All Filings in SPG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,074,069 | 13,745 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,586,798 | 13,868 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,638,337 | 19,655 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,779,673 | 20,140 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,186,584 | 19,822 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,997,245 | 18,047 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,447,691 | 31,634 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,320,580 | 31,479 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||