Position in SPG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,945,307
+$1,828,913 QoQ
Shares Held
8,698
+1293.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#500
of 1,353 holders
Holding Since
Mar 2020
22 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, 2026Clearstead Advisors, LLC holds $4,107,768 across 26 REIT - Retail names. SPG ranks #1 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
8,698 | $1,945,307 | |
| 2 | O |
Realty Income Corp
|
23,281 | $1,442,490 | |
| 3 | NNN |
Nnn REIT, Inc.
|
8,379 | $389,874 | |
| 4 | FCPT |
Four Corners Property Trust, Inc.
|
3,776 | $92,700 | |
| 5 | REG |
Regency Centers Corp
|
729 | $58,130 | |
| 6 | FRT |
Federal Realty Investment Trust
|
400 | $49,376 | |
| 7 | KIM |
Kimco Realty Corp
|
1,474 | $37,365 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
737 | $30,673 |
All Filings in SPG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,945,307 | 8,698 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $116,394 | 624 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $214,542 | 1,159 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $154,827 | 825 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $118,480 | 737 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $21,922 | 132 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $114,347 | 664 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $218,542 | 1,293 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $180,338 | 1,188 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $157,741 | 1,008 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $155,905 | 1,093 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $115,916 | 1,073 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $85,339 | 739 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $94,502 | 844 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $79,299 | 675 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $72,338 | 806 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $55,243 | 582 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $70,779 | 538 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $48,090 | 301 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $4,827 | 37 | Shares | Sole | 2021-08-12 | |
| 2020-06-30 | $6,838 | 100 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,486 | 100 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||