PFG Investments, LLC

Position in SPG — Simon Property Group Inc.

CIK 1973224 WOODBURY, NY

Position in SPG

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$507,909

+$71,243 QoQ

Shares Held

2,271

-3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#203

of 448 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

PFG Investments, LLC holds $4,951,175 across 5 REIT - Retail names. SPG ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	38,297	$2,372,882
2	PECO	Phillips Edison & Company, Inc.	29,426	$1,224,710
3	SPG	Simon Property Group Inc. This page	2,271	$507,909
4	WSR	Whitestone REIT	26,100	$494,856
5	KIM	Kimco Realty Corp	13,839	$350,818

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$507,909	2,271	-3.0%	Shares	Sole	2026-07-23
2026-03-31	$436,666	2,341	+2.2%	Shares	Sole	2026-04-27
2025-12-31	$424,087	2,291	+4.3%	Shares	Sole	2026-01-26
2025-09-30	$412,310	2,197	-11.9%	Shares	Sole	2025-10-31
2025-06-30	$400,935	2,494	-16.4%	Shares	Sole	2025-07-18
2025-03-31	$495,250	2,982	-18.8%	Shares	Sole	2025-04-22
2024-12-31	$632,182	3,671	-0.1%	Shares	Sole	2025-01-22
2024-09-30	$621,317	3,676	+9.8%	Shares	Sole	2024-10-24
2024-06-30	$508,074	3,347	+3.6%	Shares	Sole	2024-08-07
2024-03-31	$505,775	3,232	+56.8%	Shares	Sole	2024-04-22
2023-12-31	$293,981	2,061	-9.6%	Shares	Sole	2024-01-17
2023-09-30	$246,416	2,281	-3.6%	Shares	Sole	2023-11-06
2023-06-30	$273,110	2,365	+5.0%	Shares	Sole	2023-08-03
2023-03-31	$252,156	2,252	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.