Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,171,926
+$223,423 QoQ
Shares Held
5,240
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#589
of 1,353 holders
Holding Since
Mar 2024
7 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, 2026Diversify Advisory Services, LLC holds $7,664,106 across 4 REIT - Retail names. SPG ranks #2 (15.3% of the industry book) .
All Filings in SPG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,171,926 | 5,240 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $948,503 | 5,124 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,219,667 | 6,499 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,501,337 | 9,339 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $232,678 | 1,401 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $264,686 | 1,537 | Shares | Sole | 2025-01-16 | |
| 2024-03-31 | $605,616 | 3,870 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||