Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$252,053
+$2,476 QoQ
Shares Held
1,127
-15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,004
of 1,358 holders
Holding Since
Mar 2023
6 quarters on record
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $5,561,447 across 7 REIT - Retail names. SPG ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
|
73,001 | $3,038,301 | |
| 2 | O |
Realty Income Corp
|
32,555 | $2,017,107 | |
| 3 | SPG |
Simon Property Group Inc.
This page
|
1,127 | $252,053 | |
| 4 | NNN |
Nnn REIT, Inc.
|
4,381 | $203,847 | |
| 5 | KRG |
Kite Realty Group Trust
|
1,318 | $37,404 | |
| 6 | KIM |
Kimco Realty Corp
|
395 | $10,013 | |
| 7 | UE |
Urban Edge Properties
|
119 | $2,722 |
All Filings in SPG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,053 | 1,127 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $249,577 | 1,338 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $454,074 | 2,453 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $72,252 | 385 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $141,308 | 879 | Shares | Sole | 2025-07-21 | |
| 2023-03-31 | $116,784 | 1,043 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||