Soltis Investment Advisors LLC

Position in SPG — Simon Property Group Inc.

CIK 1802530 ST. GEORGE, UT

Position in SPG

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$6,228,876

+$1,316,609 QoQ

Shares Held

27,851

+5.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#333

of 1,358 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Real Estate · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $18,400,625 across 3 REIT - Retail names. SPG ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	192,731	$11,941,612
2	SPG	Simon Property Group Inc. This page	27,851	$6,228,876
3	NNN	Nnn REIT, Inc.	4,946	$230,137

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,228,876	27,851	+5.8%	Shares	Sole	2026-07-31
2026-03-31	$4,912,267	26,335	+5.0%	Shares	Sole	2026-04-27
2025-12-31	$4,642,373	25,079	+5.3%	Shares	Sole	2026-04-02
2025-09-30	$4,470,111	23,819	+2.8%	Shares	Sole	2025-11-12
2025-06-30	$3,726,577	23,181	+3.4%	Shares	Sole	2025-08-06
2025-03-31	$3,721,686	22,409	-3.5%	Shares	Sole	2025-05-13
2024-12-31	$3,996,994	23,210	+1.2%	Shares	Sole	2025-01-29
2024-09-30	$3,875,797	22,931	+1.1%	Shares	Sole	2025-01-03
2024-06-30	$3,441,609	22,672	-1.3%	Shares	Sole	2024-08-12
2024-03-31	$3,595,827	22,978	-45.0%	Shares	Sole	2024-05-29
2023-12-31	$5,954,506	41,745	-30.7%	Shares	Sole	2024-01-26
2023-09-30	$6,503,406	60,200	+1.9%	Shares	Sole	2023-11-08
2023-06-30	$6,818,978	59,049	+10.8%	Shares	Sole	2023-08-09
2023-03-31	$5,969,008	53,309	+14.5%	Shares	Sole	2023-05-03
2022-12-31	$5,471,043	46,570	+19.5%	Shares	Sole	2023-02-09
2022-09-30	$3,498,185	38,977	+32.3%	Shares	Sole	2022-11-14
2022-06-30	$2,796,533	29,462	+30.8%	Shares	Sole	2022-08-11
2022-03-31	$2,962,204	22,516	+25.5%	Shares	Sole	2022-05-06
2021-12-31	$2,867,551	17,948	+3.9%	Shares	Sole	2022-02-09
2021-09-30	$2,245,231	17,275	-10.7%	Shares	Sole	2021-11-09
2021-06-30	$2,525,048	19,352	+8.8%	Shares	Sole	2021-08-04
2021-03-31	$2,023,285	17,784	-30.5%	Shares	Sole	2021-05-11
2020-12-31	$2,183,423	25,603	+11.1%	Shares	Sole	2021-02-10
2020-09-30	$1,490,356	23,042	—	Shares	Sole	2020-10-28
No filing history on record for this holder in this stock.