Position in SPG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$760,410
+$125,089 QoQ
Shares Held
3,400
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#681
of 1,353 holders
Holding Since
Dec 2023
11 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, 2026United Advisor Group, LLC holds $760,410 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
3,400 | $760,410 |
All Filings in SPG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $760,410 | 3,400 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $635,321 | 3,406 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $627,152 | 3,388 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $601,482 | 3,205 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $509,287 | 3,168 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $520,826 | 3,136 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $531,784 | 3,088 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $524,807 | 3,105 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $466,026 | 3,070 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $329,098 | 2,103 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $634,748 | 4,450 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||