SEC 13F Intelligence

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)? Yes69.2K 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
Q1 ’19: $204,000Q1 ’19Q2 ’20: $425,000Q3 ’20: $2MQ4 ’20: $3MQ1 ’21: $4MQ1 ’21Q2 ’21: $6MQ3 ’21: $8MQ4 ’21: $11MQ1 ’22: $11MQ1 ’22Q2 ’22: $7MQ3 ’22: $7MQ4 ’22: $7,422Q1 ’23: $7MQ1 ’23Q2 ’23: $8MQ3 ’23: $7MQ4 ’23: $9MQ1 ’24: $11MQ1 ’24Q2 ’24: $10MQ3 ’24: $11MQ4 ’24: $12MQ1 ’25: $13MQ1 ’25Q2 ’25: $12MQ3 ’25: $14MQ4 ’25: $14MQ1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202669.2K$13M+0.14%
Q4 202575.6K$14M+0.34%
Q3 202572.3K$14M+0.35%
Q2 202572.8K$12M+0.34%
Q1 202575.8K$13M+0.42%
Q4 202469.5K$12M+0.16%
Q3 202466.8K$11M+0.41%
Q2 202468.6K$10M+0.36%
Q1 202471.9K$11M+0.41%
Q4 202366.4K$9M+0.34%
Q3 202365.9K$7M+0.32%
Q2 202365.6K$8M+0.33%
Q1 202363.2K$7M+0.34%
Q4 202263.2K$7,4220.00%
Q3 202275.3K$7M+0.39%
Q2 202271.0K$7M+0.38%
Q1 202280.8K$11M+0.51%
Q4 202170.7K$11M+0.56%
Q3 202161.7K$8M+0.45%
Q2 202146.1K$6M+0.33%
Q1 202138.1K$4M+0.26%
Q4 202030.8K$3M+0.18%
Q3 202025.4K$2M+0.12%
Q2 20206.2K$425,000+0.05%
Q1 20191.1K$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.