TOBIAS FINANCIAL ADVISORS, INC.
Position in SPG — Simon Property Group Inc.
CIK 1802080
Plantation, FL
Position in SPG
as of Jun 30, 2026
· filed Aug 25, 2026
Position Value
$852,330
+$147,061 QoQ
Shares Held
3,811
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#652
of 1,358 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026TOBIAS FINANCIAL ADVISORS, INC. holds $1,152,550 across 2 REIT - Retail names. SPG ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
3,811 | $852,330 | |
| 2 | KIM |
Kimco Realty Corp
|
11,843 | $300,220 |
All Filings in SPG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $852,330 | 3,811 | Shares | Sole | 2026-08-25 | |
| 2026-03-31 | $705,269 | 3,781 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $704,158 | 3,804 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $703,199 | 3,747 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $607,029 | 3,776 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $619,478 | 3,730 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $636,143 | 3,694 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $618,613 | 3,660 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $540,863 | 3,563 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $543,802 | 3,475 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $490,681 | 3,440 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $364,061 | 3,370 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $384,432 | 3,329 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $368,269 | 3,289 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $381,692 | 3,249 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $366,718 | 4,086 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $388,412 | 4,092 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $28,938,980 | 181,129 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||