Kestra Advisory Services, LLC

Position in SPG — Simon Property Group Inc.

CIK 1830819 AUSTIN, TX

Position in SPG

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$8,139,236

-$170,537 QoQ

Shares Held

43,635

-2.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

11 quarters on record

Real Estate · as of Mar 31, 2026

Kestra Advisory Services, LLC holds $36,493,255 across 14 REIT - Retail names. SPG ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	214,204	$13,105,000
2	SPG	Simon Property Group Inc. This page	43,635	$8,139,236
3	KIM	Kimco Realty Corp	208,754	$4,690,702
4	PECO	Phillips Edison & Company, Inc.	90,594	$3,390,027
5	NNN	Nnn REIT, Inc.	44,929	$1,888,365
6	WSR	Whitestone REIT	94,790	$1,530,858
7	IVT	InvenTrust Properties Corp.	27,891	$849,559
8	KRG	Kite Realty Group Trust	28,114	$690,198

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,139,236	43,635	-2.8%	Shares	Sole	2026-04-30
2025-12-31	$8,309,773	44,891	-0.5%	Shares	Sole	2026-02-13
2025-09-30	$8,467,107	45,117	+83.0%	Shares	Sole	2025-11-14
2025-06-30	$3,963,859	24,657	+7.3%	Shares	Sole	2025-08-15
2025-03-31	$3,817,348	22,985	+10.2%	Shares	Sole	2025-05-14
2024-12-31	$3,591,095	20,853	+287.2%	Shares	Sole	2025-02-10
2024-09-30	$910,172	5,385	-75.8%	Shares	Sole	2024-11-13
2024-06-30	$3,371,933	22,213	-1.9%	Shares	Sole	2024-08-14
2024-03-31	$3,542,933	22,640	+338.5%	Shares	Sole	2024-05-15
2023-12-31	$736,450	5,163	+55.9%	Shares	Sole	2024-02-14
2023-06-30	$382,469	3,312	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.