Independent Advisor Alliance / SPG
Independent Advisor Alliance’s Simon Ppty Group Inc New Position
Does Independent Advisor Alliance own Simon Ppty Group Inc New (SPG)? Yes — 69.2K shares worth $13M (+0.14% of its 13F portfolio) as of Q1 2026, down from 75.6K shares the prior filed quarter.
Position Value
$13M
Q1 2026
Shares
69.2K
% of Portfolio
+0.14%
Quarters Held
25
currently held
Position History SPG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 69.2K | $13M | +0.14% |
| Q4 2025 | 75.6K | $14M | +0.34% |
| Q3 2025 | 72.3K | $14M | +0.35% |
| Q2 2025 | 72.8K | $12M | +0.34% |
| Q1 2025 | 75.8K | $13M | +0.42% |
| Q4 2024 | 69.5K | $12M | +0.16% |
| Q3 2024 | 66.8K | $11M | +0.41% |
| Q2 2024 | 68.6K | $10M | +0.36% |
| Q1 2024 | 71.9K | $11M | +0.41% |
| Q4 2023 | 66.4K | $9M | +0.34% |
| Q3 2023 | 65.9K | $7M | +0.32% |
| Q2 2023 | 65.6K | $8M | +0.33% |
| Q1 2023 | 63.2K | $7M | +0.34% |
| Q4 2022 | 63.2K | $7,422 | 0.00% |
| Q3 2022 | 75.3K | $7M | +0.39% |
| Q2 2022 | 71.0K | $7M | +0.38% |
| Q1 2022 | 80.8K | $11M | +0.51% |
| Q4 2021 | 70.7K | $11M | +0.56% |
| Q3 2021 | 61.7K | $8M | +0.45% |
| Q2 2021 | 46.1K | $6M | +0.33% |
| Q1 2021 | 38.1K | $4M | +0.26% |
| Q4 2020 | 30.8K | $3M | +0.18% |
| Q3 2020 | 25.4K | $2M | +0.12% |
| Q2 2020 | 6.2K | $425,000 | +0.05% |
| Q1 2019 | 1.1K | $204,000 | +0.03% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Advisor Alliance’s full portfolio or all institutional holders of SPG.