Intrua Financial, LLC

Position in SPG — Simon Property Group Inc.

CIK 1812792 Houston, TX

Position in SPG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$582,831

+$217,233 QoQ

Shares Held

2,606

+33.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#747

of 1,353 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Intrua Financial, LLC holds $5,359,494 across 5 REIT - Retail names. SPG ranks #3 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	51,434	$3,186,850
2	GTY	Getty Realty Corp /Md/	20,036	$668,400
3	SPG	Simon Property Group Inc. This page	2,606	$582,831
4	NNN	Nnn REIT, Inc.	11,872	$552,404
5	IVT	InvenTrust Properties Corp.	10,424	$369,009

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$582,831	2,606	+33.0%	Shares	Sole	2026-07-24
2026-03-31	$365,598	1,960	-3.1%	Shares	Sole	2026-04-23
2025-12-31	$374,477	2,023	-46.6%	Shares	Sole	2026-02-05
2025-09-30	$711,081	3,789	+81.5%	Shares	Sole	2025-10-29
2025-06-30	$335,666	2,088	+12.3%	Shares	Sole	2025-08-08
2025-03-31	$308,908	1,860	+0.6%	Shares	Sole	2025-05-28
2024-12-31	$318,416	1,849	-27.8%	Shares	Sole	2025-05-28
2024-09-30	$433,029	2,562	-12.4%	Shares	Sole	2025-05-28
2024-06-30	$443,863	2,924	-45.9%	Shares	Sole	2025-05-28
2024-03-31	$845,046	5,400	-3.8%	Shares	Sole	2025-05-28
2023-12-31	$800,495	5,612	+83.2%	Shares	Sole	2025-05-28
2023-09-30	$331,003	3,064	+9.0%	Shares	Sole	2025-05-28
2023-06-30	$324,729	2,812	+0.9%	Shares	Sole	2025-02-13
2023-03-31	$311,948	2,786	-0.6%	Shares	Sole	2023-05-15
2022-12-31	$329,178	2,802	+0.9%	Shares	Sole	2023-01-20
2022-09-30	$249,235	2,777	-24.5%	Shares	Sole	2022-11-14
2022-06-30	$349,210	3,679	+1.3%	Shares	Sole	2022-08-12
2022-03-31	$477,957	3,633	-12.2%	Shares	Sole	2022-05-11
2021-12-31	$661,128	4,138	-8.5%	Shares	Sole	2022-02-14
2021-09-30	$587,854	4,523	—	Shares	Sole	2021-10-28
No filing history on record for this holder in this stock.