Position in SPG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$53,005
+$8,611 QoQ
Shares Held
237
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,159
of 1,353 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Bell Investment Advisors, Inc holds $166,474 across 17 REIT - Retail names. SPG ranks #1 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
237 | $53,005 | |
| 2 | O |
Realty Income Corp
|
756 | $46,841 | |
| 3 | EPRT |
Essential Properties Realty Trust, Inc.
|
528 | $15,760 | |
| 4 | REG |
Regency Centers Corp
|
156 | $12,439 | |
| 5 | FCPT |
Four Corners Property Trust, Inc.
|
344 | $8,445 | |
| 6 | KRG |
Kite Realty Group Trust
|
214 | $6,073 | |
| 7 | FRT |
Federal Realty Investment Trust
|
41 | $5,061 | |
| 8 | NNN |
Nnn REIT, Inc.
|
99 | $4,606 |
All Filings in SPG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,005 | 237 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $44,394 | 238 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $49,979 | 270 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $40,724 | 217 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $34,884 | 217 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,791 | 71 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $12,226 | 71 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $12,507 | 74 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,233 | 74 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $13,771 | 88 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,701 | 61 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,506 | 88 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $12,471 | 108 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,861 | 97 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $15,624 | 133 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,077 | 90 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $10,346 | 109 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $14,219 | 89 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,466 | 119 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||