WEST PACES ADVISORS INC.

Position in SPG — Simon Property Group Inc.

CIK 2004720 ATLANTA, GA

Position in SPG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$35,113

+$12,194 QoQ

Shares Held

157

+13.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,184

of 1,353 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

WEST PACES ADVISORS INC. holds $1,447,724 across 5 REIT - Retail names. SPG ranks #2 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	REG	Regency Centers Corp	17,635	$1,406,214
2	SPG	Simon Property Group Inc. This page	157	$35,113
3	FRT	Federal Realty Investment Trust	21	$2,592
4	KIM	Kimco Realty Corp	89	$2,256
5	O	Realty Income Corp	25	$1,549

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,113	157	+13.8%	Shares	Sole	2026-07-20
2025-03-31	$22,919	138	0.0%	Shares	Sole	2025-04-15
2024-12-31	$23,764	138	0.0%	Shares	Sole	2025-02-14
2024-09-30	$23,324	138	0.0%	Shares	Sole	2024-10-15
2024-06-30	$20,948	138	0.0%	Shares	Sole	2024-07-17
2024-03-31	$21,595	138	-2.8%	Shares	Sole	2024-04-15
2023-12-31	$20,254	142	+2.9%	Shares	Sole	2024-01-30
2023-09-30	$14,908	138	0.0%	Shares	Sole	2023-12-18
2023-06-30	$15,936	138	-6.1%	Shares	Sole	2023-12-18
2023-03-31	$16,459	147	+6.5%	Shares	Sole	2023-12-18
2022-12-31	$16,212	138	+3.8%	Shares	Sole	2023-12-18
2022-09-30	$11,936	133	0.0%	Shares	Sole	2023-12-19
2022-06-30	$12,624	133	0.0%	Shares	Sole	2023-12-19
2022-03-31	$17,497	133	+9.9%	Shares	Sole	2023-12-19
2021-12-31	$19,332	121	0.0%	Shares	Sole	2023-12-20
2021-09-30	$15,726	121	0.0%	Shares	Sole	2023-12-20
2021-06-30	$15,788	121	0.0%	Shares	Sole	2023-12-20
2021-03-31	$13,766	121	0.0%	Shares	Sole	2023-12-20
2020-12-31	$10,318	121	-15.4%	Shares	Sole	2023-12-20
2020-09-30	$9,249	143	0.0%	Shares	Sole	2023-12-20
2020-06-30	$9,778	143	-87.8%	Shares	Sole	2023-12-20
2020-03-31	$64,515	1,176	—	Shares	Sole	2023-12-21
No filing history on record for this holder in this stock.