Beacon Pointe Advisors, LLC
Position in SPG — Simon Property Group Inc.
CIK 1744317
NEWPORT BEACH, CA
Position in SPG
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$9,536,212
+$1,797,829 QoQ
Shares Held
42,639
+2.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#277
of 1,353 holders
Holding Since
Dec 2020
20 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, 2026Beacon Pointe Advisors, LLC holds $20,139,374 across 9 REIT - Retail names. SPG ranks #1 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
42,639 | $9,536,212 | |
| 2 | CBL |
Cbl & Associates Properties Inc
|
86,804 | $4,608,424 | |
| 3 | O |
Realty Income Corp
|
51,366 | $3,182,637 | |
| 4 | KRG |
Kite Realty Group Trust
|
25,378 | $720,227 | |
| 5 | NNN |
Nnn REIT, Inc.
|
12,879 | $599,259 | |
| 6 | ADC |
Agree Realty Corp
|
6,726 | $509,427 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
13,197 | $467,173 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
11,888 | $291,850 |
All Filings in SPG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,536,212 | 42,639 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $7,738,383 | 41,486 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,459,264 | 29,492 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,372,616 | 28,628 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,059,599 | 31,473 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,557,701 | 33,464 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,231,050 | 30,376 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,389,294 | 37,802 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,892,876 | 38,820 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,373,524 | 40,728 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,607,133 | 53,331 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,786,951 | 53,568 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,767,302 | 49,942 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $4,246,197 | 36,144 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,017,849 | 22,483 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,491,003 | 15,708 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,819,343 | 13,829 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,564,467 | 9,792 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $655,270 | 5,022 | Shares | Sole | 2021-08-17 | |
| 2020-12-31 | $390,241 | 4,576 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||