Position in SPG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$393,176
+$390,851 QoQ
Shares Held
1,758
+12457.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#855
of 1,353 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $1,830,224 across 6 REIT - Retail names. SPG ranks #3 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADC |
Agree Realty Corp
|
9,407 | $712,486 | |
| 2 | SKT |
Tanger Inc.
|
10,498 | $414,356 | |
| 3 | SPG |
Simon Property Group Inc.
This page
|
1,758 | $393,176 | |
| 4 | FCPT |
Four Corners Property Trust, Inc.
|
10,293 | $252,693 | |
| 5 | O |
Realty Income Corp
|
720 | $44,611 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
310 | $12,902 |
All Filings in SPG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,176 | 1,758 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $2,325 | 14 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $345,797 | 2,008 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $332,462 | 1,967 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $298,438 | 1,966 | Shares | Sole | 2024-07-23 | |
| 2023-12-31 | $483,406 | 3,389 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $281,044 | 2,510 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $294,874 | 2,510 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $756,470 | 5,750 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $918,677 | 5,750 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||