Farther Finance Advisors, LLC

Position in SPG — Simon Property Group Inc.

CIK 1992825 SAN FRANCISCO, CA

Position in SPG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,249,024

+$528,099 QoQ

Shares Held

10,056

+9.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#473

of 1,353 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $8,966,428 across 26 REIT - Retail names. SPG ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	44,912	$2,782,747
2	SPG	Simon Property Group Inc. This page	10,056	$2,249,024
3	NNN	Nnn REIT, Inc.	23,646	$1,100,248
4	ADC	Agree Realty Corp	6,420	$486,250
5	CBL	Cbl & Associates Properties Inc	7,783	$413,199
6	FRT	Federal Realty Investment Trust	3,049	$376,368
7	KIM	Kimco Realty Corp	12,055	$305,594
8	IVT	InvenTrust Properties Corp.	8,262	$292,474

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,249,024	10,056	+9.0%	Shares	Sole	2026-07-17
2026-03-31	$1,720,925	9,226	+57.0%	Shares	Sole	2026-04-07
2025-12-31	$1,087,891	5,877	+28.3%	Shares	Sole	2026-01-23
2025-09-30	$859,903	4,582	+29.7%	Shares	Sole	2025-10-14
2025-06-30	$567,804	3,532	+6.2%	Shares	Sole	2025-07-11
2025-03-31	$552,216	3,325	+31.1%	Shares	Sole	2025-04-14
2024-12-31	$436,724	2,536	-8.8%	Shares	Sole	2025-02-10
2024-09-30	$470,044	2,781	+46.5%	Shares	Sole	2024-10-29
2024-06-30	$288,116	1,898	+14.1%	Shares	Sole	2024-07-31
2024-03-31	$260,399	1,664	+9.8%	Shares	Sole	2024-05-14
2023-12-31	$216,099	1,515	+136.0%	Shares	Sole	2024-02-15
2023-09-30	$69,355	642	+194.5%	Shares	Sole	2023-11-14
2023-06-30	$25,174	218	+4.3%	Shares	Sole	2024-05-14
2023-03-31	$23,401	209	-9.9%	Shares	Sole	2024-05-14
2022-12-31	$27,255	232	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.