CREATIVE FINANCIAL DESIGNS INC /ADV
Position in SPG — Simon Property Group Inc.
CIK 819864
KOKOMO, IN
Position in SPG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$74,251
+$6,914 QoQ
Shares Held
332
-8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,138
of 1,353 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,048,980 across 9 REIT - Retail names. SPG ranks #3 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
4,101 | $506,227 | |
| 2 | O |
Realty Income Corp
|
4,590 | $284,396 | |
| 3 | SPG |
Simon Property Group Inc.
This page
|
332 | $74,251 | |
| 4 | REG |
Regency Centers Corp
|
783 | $62,436 | |
| 5 | ADC |
Agree Realty Corp
|
718 | $54,381 | |
| 6 | KIM |
Kimco Realty Corp
|
1,611 | $40,838 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
491 | $17,381 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
141 | $5,868 |
All Filings in SPG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,251 | 332 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $67,337 | 361 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $67,935 | 367 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $67,748 | 361 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $319,430 | 1,987 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $335,647 | 2,021 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $279,152 | 1,621 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $71,326 | 422 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $59,353 | 391 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $30,672 | 196 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $23,392 | 164 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $17,716 | 164 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,833 | 267 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $21,498 | 192 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $15,859 | 135 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $12,116 | 135 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,986 | 42 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,525 | 42 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $644,831 | 4,036 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $537,945 | 4,139 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $565,761 | 4,336 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $489,097 | 4,299 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $368,580 | 4,322 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $265,188 | 4,100 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $277,486 | 4,058 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||