WADDELL & ASSOCIATES, LLC

Position in SPG — Simon Property Group Inc.

CIK 1776757 MEMPHIS, TN

Position in SPG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$226,110

+$21,749 QoQ

Shares Held

1,011

-8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,044

of 1,353 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $1,533,502 across 3 REIT - Retail names. SPG ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NNN	Nnn REIT, Inc.	15,340	$713,770
2	FRT	Federal Realty Investment Trust	4,809	$593,622
3	SPG	Simon Property Group Inc. This page	1,011	$226,110

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,110	1,011	-8.4%	Shares	Sole	2026-07-15
2025-12-31	$204,361	1,104	-47.7%	Shares	Sole	2026-02-11
2023-12-31	$301,255	2,112	-8.3%	Shares	Sole	2024-02-14
2023-09-30	$248,685	2,302	-1.5%	Shares	Sole	2023-11-07
2023-06-30	$269,876	2,337	-15.1%	Shares	Sole	2023-08-07
2023-03-31	$308,141	2,752	-2.8%	Shares	Sole	2023-05-10
2022-12-31	$332,703	2,832	+2.0%	Shares	Sole	2023-02-10
2022-09-30	$249,235	2,777	-1.9%	Shares	Sole	2022-11-02
2022-06-30	$268,813	2,832	+51.3%	Shares	Sole	2022-07-27
2022-03-31	$246,280	1,872	0.0%	Shares	Sole	2022-04-21
2021-12-31	$299,089	1,872	+1.6%	Shares	Sole	2022-02-01
2021-09-30	$239,404	1,842	-1.6%	Shares	Sole	2021-11-10
2021-06-30	$244,258	1,872	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.