MSH Capital Advisors LLC

Position in SPG — Simon Property Group Inc.

CIK 2056306 SCOTTSDALE, AZ

Position in SPG

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$893,292

+$13,094 QoQ

Shares Held

4,789

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MSH Capital Advisors LLC holds $5,327,434 across 4 REIT - Retail names.

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	59,864	$3,709,173
2	FRT	Federal Realty Investment Trust	6,901	$851,859
3	SKT	Tanger Inc.	14,300	$564,421
4	PECO	Phillips Edison & Company, Inc.	4,853	$201,981

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$893,292	4,789	+0.7%	Shares	Sole	2026-05-11
2025-12-31	$880,198	4,755	+0.5%	Shares	Sole	2026-02-09
2025-09-30	$887,866	4,731	-22.6%	Shares	Sole	2025-11-06
2025-06-30	$982,886	6,114	0.0%	Shares	Sole	2025-07-24
2025-03-31	$1,015,413	6,114	0.0%	Shares	Sole	2025-05-13
2024-12-31	$1,052,891	6,114	0.0%	Shares	Sole	2025-02-13
2024-09-30	$1,033,388	6,114	0.0%	Shares	Sole	2025-02-14
2024-06-30	$928,105	6,114	+3.0%	Shares	Sole	2025-02-14
2024-03-31	$928,611	5,934	-5.0%	Shares	Sole	2025-02-14
2023-12-31	$890,786	6,245	-2.5%	Shares	Sole	2025-02-14
2023-09-30	$692,040	6,406	+7.1%	Shares	Sole	2025-02-14
2023-06-30	$690,685	5,981	+6.9%	Shares	Sole	2025-02-14
2023-03-31	$626,696	5,597	+20.2%	Shares	Sole	2025-02-14
2022-12-31	$546,869	4,655	+0.4%	Shares	Sole	2025-02-14
2022-09-30	$415,991	4,635	+0.3%	Shares	Sole	2025-02-14
2022-06-30	$438,815	4,623	+46.2%	Shares	Sole	2025-02-13
2022-03-31	$416,124	3,163	-2.1%	Shares	Sole	2025-02-13
2021-12-31	$516,057	3,230	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.