TOTH FINANCIAL ADVISORY CORP

Position in SPG — Simon Property Group Inc.

CIK 866780 LEESBURG, VA

Position in SPG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$22,365

+$21,806 QoQ

Shares Held

100

+3233.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,216

of 1,353 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

TOTH FINANCIAL ADVISORY CORP holds $252,325 across 3 REIT - Retail names. SPG ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	3,050	$188,978
2	FRT	Federal Realty Investment Trust	332	$40,982
3	SPG	Simon Property Group Inc. This page	100	$22,365

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,365	100	+3233.3%	Shares	Sole	2026-07-14
2026-03-31	$559	3	0.0%	Shares	Sole	2026-04-16
2025-12-31	$555	3	-83.3%	Shares	Sole	2026-01-20
2023-03-31	$2,015	18	+20.0%	Shares	Sole	2023-04-24
2022-09-30	$1,346	15	-85.0%	Shares	Sole	2022-10-14
2022-06-30	$9,492	100	0.0%	Shares	Sole	2022-07-25
2022-03-31	$13,156	100	0.0%	Shares	Sole	2022-04-26
2021-12-31	$15,977	100	0.0%	Shares	Sole	2022-01-31
2021-09-30	$12,997	100	0.0%	Shares	Sole	2021-10-20
2021-06-30	$13,048	100	0.0%	Shares	Sole	2021-07-26
2021-03-31	$11,377	100	-50.0%	Shares	Sole	2021-04-20
2020-09-30	$12,936	200	0.0%	Shares	Sole	2020-10-16
2020-06-30	$13,676	200	+66.7%	Shares	Sole	2020-07-14
2020-03-31	$6,583	120	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.