Position in SPG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$206,876
New position
Shares Held
925
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,080
of 1,358 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Symphony Financial, Ltd. Co. holds $3,377,864 across 2 REIT - Retail names. SPG ranks #2 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
51,178 | $3,170,988 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
925 | $206,876 |
All Filings in SPG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,876 | 925 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||