LifeSteps Financial, Inc.

Position in SPG — Simon Property Group Inc.

CIK 1801373 CLAREMONT, CA

Position in SPG

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

Position Value

$24,825

+$9,176 QoQ

Shares Held

111

+11.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,206

of 1,353 holders

Holding Since

Mar 2024

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $31,065 across 4 REIT - Retail names. SPG ranks #1 (79.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	111	$24,825
2	O	Realty Income Corp	50	$3,098
3	NNN	Nnn REIT, Inc.	35	$1,628
4	ADC	Agree Realty Corp	20	$1,514

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,825	111	+11.0%	Shares	Sole	2026-07-17
2024-03-31	$15,649	100	—	Shares	Sole	2024-04-26
No filing history on record for this holder in this stock.