INDEPENDENT FINANCIAL GROUP, LLC
Position in SPG — Simon Property Group Inc.
CIK 275484
SAN DIEGO, CA
Position in SPG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,280,396
+$214,191 QoQ
Shares Held
5,725
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#111
of 352 holders
Holding Since
Jun 2020
25 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $8,672,768 across 4 REIT - Retail names. SPG ranks #3 (14.8% of the industry book) .
All Filings in SPG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,280,396 | 5,725 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,066,205 | 5,716 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,047,167 | 5,657 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,056,206 | 5,628 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $888,681 | 5,528 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $622,135 | 3,746 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $511,119 | 2,968 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $545,934 | 3,230 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $488,037 | 3,215 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $658,979 | 4,211 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $724,325 | 5,078 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $475,115 | 4,398 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $537,443 | 4,654 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $605,197 | 5,405 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $548,749 | 4,671 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $1,012,380 | 11,280 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $342,376 | 3,607 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $342,845 | 2,606 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $3,214,732 | 20,121 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $3,553,639 | 27,342 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $4,079,718 | 31,267 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $2,985,097 | 26,238 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $1,519,945 | 17,823 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $478,567 | 7,399 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $373,218 | 5,458 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||