Foundations Investment Advisors, LLC

Endowment

Position in SPG — Simon Property Group Inc.

CIK 1743404 PHOENIX, AZ

Position in SPG

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$2,586,798

-$1,051,539 QoQ

Shares Held

13,868

-29.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Foundations Investment Advisors, LLC holds $6,371,041 across 5 REIT - Retail names. SPG ranks #1 (40.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	13,868	$2,586,798
2	O	Realty Income Corp	34,737	$2,125,209
3	NNN	Nnn REIT, Inc.	29,782	$1,251,737
4	PECO	Phillips Edison & Company, Inc.	5,776	$216,137
5	PINE	Alpine Income Property Trust, Inc.	10,620	$191,160

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,586,798	13,868	-29.4%	Shares	Sole	2026-05-11
2025-12-31	$3,638,337	19,655	-2.4%	Shares	Sole	2026-02-10
2025-09-30	$3,779,673	20,140	+1.6%	Shares	Sole	2025-11-03
2025-06-30	$3,186,584	19,822	+9.8%	Shares	Sole	2025-08-08
2025-03-31	$2,997,245	18,047	-43.0%	Shares	Sole	2025-05-07
2024-12-31	$5,447,691	31,634	+0.5%	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.