GREAT VALLEY ADVISOR GROUP, INC.
Position in SPG — Simon Property Group Inc.
CIK 1769897
WILMINGTON, DE
Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$691,973
+$39,865 QoQ
Shares Held
3,094
-11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#707
of 1,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $3,263,560 across 2 REIT - Retail names. SPG ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
41,504 | $2,571,587 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
3,094 | $691,973 |
All Filings in SPG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,973 | 3,094 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $652,108 | 3,496 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $436,859 | 2,360 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $433,142 | 2,308 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $526,971 | 3,278 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,377,037 | 26,355 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,340,553 | 25,205 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $4,460,437 | 26,390 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,788,169 | 24,955 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,194,557 | 26,804 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,772,257 | 26,446 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,593,800 | 24,010 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,905,361 | 25,159 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,732,291 | 24,402 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,835,379 | 24,135 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,239,980 | 24,958 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,971,298 | 20,768 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,590,942 | 19,694 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,991,853 | 18,726 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,345,828 | 18,049 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,274,266 | 17,430 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,415,564 | 21,232 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,734,424 | 20,338 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,255,503 | 19,411 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $436,469 | 6,383 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $324,167 | 5,909 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||