Position in SPG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,019,396
+$172,737 QoQ
Shares Held
4,558
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#617
of 1,353 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Savvy Advisors, Inc. holds $1,849,040 across 2 REIT - Retail names. SPG ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
4,558 | $1,019,396 | |
| 2 | O |
Realty Income Corp
|
13,390 | $829,644 |
All Filings in SPG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,019,396 | 4,558 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $846,659 | 4,539 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $521,639 | 2,818 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $273,810 | 1,459 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||