CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in SPG — Simon Property Group Inc.

CIK 1766904 RICHMOND, VA

Position in SPG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$129,267

+$36,378 QoQ

Shares Held

578

+16.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,109

of 1,353 holders

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Real Estate · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $217,654 across 5 REIT - Retail names. SPG ranks #1 (59.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	578	$129,267
2	O	Realty Income Corp	1,282	$79,430
3	BFS	Saul Centers, Inc.	156	$5,832
4	UE	Urban Edge Properties	76	$1,738
5	BRX	Brixmor Property Group Inc.	44	$1,387

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$129,267	578	+16.1%	Shares	Other	2026-07-17
2026-03-31	$92,889	498	+2.5%	Shares	Other	2026-04-29
2025-12-31	$89,961	486	+0.8%	Shares	Other	2026-02-09
2025-09-30	$90,453	482	+3.7%	Shares	Other	2025-11-10
2025-06-30	$74,751	465	+225.2%	Shares	Other	2025-08-13
2023-09-30	$15,447	143	+62.5%	Shares	Other	2023-11-13
2023-06-30	$10,162	88	-5.4%	Shares	Defined	2023-08-10
2023-03-31	$10,413	93	0.0%	Shares	Defined	2023-05-12
2022-12-31	$10,925	93	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.