INSIGNEO ADVISORY SERVICES, LLC

Position in SPG — Simon Property Group Inc.

CIK 1964958 MIAMI, FL

Position in SPG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$940,895

+$136,392 QoQ

Shares Held

4,207

-2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#637

of 1,358 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

INSIGNEO ADVISORY SERVICES, LLC holds $1,930,465 across 4 REIT - Retail names. SPG ranks #1 (48.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	4,207	$940,895
2	O	Realty Income Corp	7,581	$469,718
3	REG	Regency Centers Corp	3,893	$310,427
4	ALX	Alexanders Inc	760	$209,425

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$940,895	4,207	-2.5%	Shares	Sole	2026-08-14
2026-03-31	$804,503	4,313	+0.4%	Shares	Sole	2026-05-12
2025-12-31	$794,862	4,294	-15.1%	Shares	Sole	2026-02-12
2025-09-30	$949,234	5,058	+6.5%	Shares	Sole	2025-11-12
2025-06-30	$763,770	4,751	-3.2%	Shares	Sole	2025-08-12
2025-03-31	$815,452	4,910	+96.9%	Shares	Sole	2025-04-18
2024-12-31	$429,491	2,494	-3.8%	Shares	Sole	2025-02-13
2024-09-30	$438,268	2,593	+50.8%	Shares	Sole	2024-11-15
2024-06-30	$260,944	1,719	-61.8%	Shares	Sole	2024-08-14
2024-03-31	$704,517	4,502	+3.7%	Shares	Sole	2024-05-15
2023-12-31	$619,057	4,340	-17.0%	Shares	Sole	2024-02-14
2023-09-30	$564,780	5,228	+51.1%	Shares	Sole	2023-11-14
2023-06-30	$399,676	3,461	+19.9%	Shares	Sole	2023-08-14
2023-03-31	$323,257	2,887	+2.4%	Shares	Sole	2023-05-11
2022-12-31	$331,058	2,818	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.