Cetera Trust Company, N.A

Bank

Position in SPG — Simon Property Group Inc.

CIK 2005547 ST. PAUL, MN

Position in SPG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$372,377

+$61,805 QoQ

Shares Held

1,665

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#875

of 1,353 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Cetera Trust Company, N.A holds $1,360,648 across 5 REIT - Retail names. SPG ranks #1 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	1,665	$372,377
2	REG	Regency Centers Corp	3,450	$275,103
3	O	Realty Income Corp	4,035	$250,008
4	EPRT	Essential Properties Realty Trust, Inc.	8,200	$244,770
5	KIM	Kimco Realty Corp	8,615	$218,390

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$372,377	1,665	0.0%	Shares	Sole	2026-08-13
2026-03-31	$310,572	1,665	-10.7%	Shares	Sole	2026-05-08
2025-12-31	$345,230	1,865	-2.6%	Shares	Sole	2026-02-13
2025-09-30	$359,388	1,915	0.0%	Shares	Sole	2025-11-13
2025-06-30	$307,855	1,915	+2.1%	Shares	Sole	2025-08-06
2025-03-31	$311,400	1,875	0.0%	Shares	Sole	2025-04-14
2024-12-31	$322,893	1,875	-8.5%	Shares	Sole	2025-01-17
2024-09-30	$346,491	2,050	-1.2%	Shares	Sole	2024-10-21
2024-06-30	$314,985	2,075	0.0%	Shares	Sole	2024-08-02
2024-03-31	$324,716	2,075	0.0%	Shares	Sole	2024-05-08
2023-12-31	$295,978	2,075	—	Shares	Sole	2024-02-01
No filing history on record for this holder in this stock.