Coppell Advisory Solutions LLC

Position in SPG — Simon Property Group Inc.

CIK 1848433 COPPELL, TX

Position in SPG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$665,919

+$338,090 QoQ

Shares Held

5,603

+216.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#717

of 1,353 holders

Holding Since

Jun 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Coppell Advisory Solutions LLC holds $4,913,120 across 5 REIT - Retail names. SPG ranks #2 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	65,318	$4,047,102
2	SPG	Simon Property Group Inc. This page	5,603	$665,919
3	FRT	Federal Realty Investment Trust	1,543	$190,467
4	PECO	Phillips Edison & Company, Inc.	17,048	$4,979
5	NNN	Nnn REIT, Inc.	100	$4,653

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$665,919	5,603	+216.4%	Shares	Sole	2026-08-14
2025-12-31	$327,829	1,771	+0.7%	Shares	Sole	2026-02-17
2025-09-30	$329,923	1,758	+2931.0%	Shares	Sole	2025-11-14
2024-12-31	$9,988	58	+81.2%	Shares	Sole	2025-02-14
2024-09-30	$5,408	32	0.0%	Shares	Sole	2024-11-14
2024-06-30	$4,857	32	-53.6%	Shares	Sole	2024-08-15
2023-12-31	$9,842	69	+23.2%	Shares	Sole	2024-02-14
2023-06-30	$6,466	56	—	Shares	Sole	2023-08-17
No filing history on record for this holder in this stock.