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Equibles

Kestra Advisory Services, LLC

Position in SPG — Simon Property Group Inc.

CIK 1830819 AUSTIN, TX
Back to SPG Full portfolio

Position in SPG

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$10,067,157
+$1,927,921 QoQ
Shares Held
45,013
+3.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#268
of 1,360 holders
Holding Since
Jun 2023
12 quarters on record

Common Shares in SPG Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $39,524,381 across 14 REIT - Retail names. SPG ranks #2 (25.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 O
Realty Income Corp
 193,745 $12,004,440
2 SPG
Simon Property Group Inc.
This page 		45,013 $10,067,157
3 KIM
Kimco Realty Corp
 229,699 $5,822,869
4 PECO
Phillips Edison & Company, Inc.
 89,136 $3,709,840
5 NNN
Nnn REIT, Inc.
 46,818 $2,178,441
6
78,600 $1,490,256
7 IVT
InvenTrust Properties Corp.
 26,781 $948,047
8 KRG
Kite Realty Group Trust
 30,556 $867,179

All Filings in SPG

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,067,157 45,013
2026-03-31 $8,139,236 43,635
2025-12-31 $8,309,773 44,891
2025-09-30 $8,467,107 45,117
2025-06-30 $3,963,859 24,657
2025-03-31 $3,817,348 22,985
2024-12-31 $3,591,095 20,853
2024-09-30 $910,172 5,385
2024-06-30 $3,371,933 22,213
2024-03-31 $3,542,933 22,640
2023-12-31 $736,450 5,163
2023-06-30 $382,469 3,312