BEACON INVESTMENT ADVISORS LLC
Position in SPG — Simon Property Group Inc.
CIK 1961635
Gaithersburg, MD
Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$889,232
+$150,574 QoQ
Shares Held
3,976
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#646
of 1,353 holders
Holding Since
Dec 2022
15 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, 2026BEACON INVESTMENT ADVISORS LLC holds $3,018,179 across 4 REIT - Retail names. SPG ranks #2 (29.5% of the industry book) .
All Filings in SPG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889,232 | 3,976 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $738,658 | 3,960 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $728,963 | 3,938 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $735,291 | 3,918 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $623,105 | 3,876 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $643,726 | 3,876 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $663,525 | 3,853 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $647,853 | 3,833 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $578,965 | 3,814 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $589,967 | 3,770 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $539,321 | 3,781 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $405,976 | 3,758 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $454,529 | 3,936 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $458,405 | 4,094 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $470,507 | 4,005 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||