Fortis Capital Advisors, LLC
Position in SPG — Simon Property Group Inc.
CIK 1959790
PRAIRIE VILLAGE, KS
Position in SPG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$266,590
+$49,097 QoQ
Shares Held
1,192
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#985
of 1,358 holders
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Fortis Capital Advisors, LLC holds $1,332,988 across 2 REIT - Retail names. SPG ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
8,639 | $1,066,398 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
1,192 | $266,590 |
All Filings in SPG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,590 | 1,192 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $217,493 | 1,166 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $205,842 | 1,112 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $234,024 | 1,247 | Shares | Sole | 2025-10-31 | |
| 2023-03-31 | $1,119 | 10 | Shares | Other | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||