Position in SPG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,288,548
+$14,067 QoQ
Shares Held
6,908
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Arkadios Wealth Advisors holds $8,386,986 across 6 REIT - Retail names. SPG ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
47,227 | $2,889,347 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
74,203 | $2,776,676 | |
| 3 | SPG |
Simon Property Group Inc.
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|
6,908 | $1,288,548 | |
| 4 | KIM |
Kimco Realty Corp
|
32,881 | $738,835 | |
| 5 | REG |
Regency Centers Corp
|
5,934 | $448,966 | |
| 6 | NNN |
Nnn REIT, Inc.
|
5,820 | $244,614 |
All Filings in SPG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,288,548 | 6,908 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,274,481 | 6,885 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,101,622 | 5,870 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $688,695 | 4,284 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $396,764 | 2,389 | Shares | Sole | 2025-05-08 | |
| 2023-09-30 | $256,571 | 2,375 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $262,832 | 2,276 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $270,631 | 2,417 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $280,894 | 2,391 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $201,578 | 2,246 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $265,681 | 2,799 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $390,338 | 2,967 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $478,191 | 2,993 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $431,370 | 3,319 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $524,268 | 4,018 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $196,367 | 1,726 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $122,717 | 1,439 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $45,340 | 701 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $26,804 | 392 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||