LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Position in SPG — Simon Property Group Inc.
CIK 2131510
LOUISVILLE, KY
Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,624,736
+$1,171,345 QoQ
Shares Held
29,621
+1.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
3.90%
of 13F equity value
Holder Rank
#323
of 1,358 holders
Holding Since
Mar 2026
2 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, 2026LEGACY FINANCIAL INDEPENDENT ADVISORS LLC holds $6,624,736 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
|
29,621 | $6,624,736 |
All Filings in SPG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,624,736 | 29,621 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,453,391 | 29,236 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||