Excelsior Advisor Network LLC
Position in SPG — Simon Property Group Inc.
CIK 2110679
SCOTTSDALE, AZ
Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$582,831
New position
Shares Held
2,606
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#746
of 1,353 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 16%
Shared 0%
None 84%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Excelsior Advisor Network LLC holds $869,643 across 2 REIT - Retail names. SPG ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
2,606 | $582,831 | |
| 2 | O |
Realty Income Corp
|
4,629 | $286,812 |
All Filings in SPG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,831 | 2,606 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||