SEC 13F Intelligence

Sound Income Strategies, LLC / SPG

Sound Income Strategies, LLC’s Simon Ppty Group Inc New Position

Does Sound Income Strategies, LLC own Simon Ppty Group Inc New (SPG)? Yes126.6K shares worth $24M (+1.15% of its 13F portfolio) as of Q1 2026, down from 127.5K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
126.6K
% of Portfolio
+1.15%
Quarters Held
30
currently held

Position History SPG

Reported value by quarter
Q4 ’18: $10,000Q4 ’18Q1 ’19: $13,000Q2 ’19: $9,000Q3 ’19: $9,000Q4 ’19: $16,000Q4 ’19Q1 ’20: $11,000Q2 ’20: $11,000Q3 ’20: $10,000Q4 ’20: $391,000Q4 ’20Q1 ’21: $1.7BQ2 ’21: $3MQ3 ’21: $4MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $5MQ4 ’22: $7MQ4 ’22Q1 ’23: $8MQ2 ’23: $9MQ3 ’23: $9MQ4 ’23: $12MQ4 ’23Q1 ’24: $14MQ2 ’24: $15MQ3 ’24: $17MQ4 ’24: $18MQ4 ’24Q1 ’25: $19MQ2 ’25: $19MQ3 ’25: $22MQ4 ’25: $24MQ4 ’25Q1 ’26: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026126.6K$24M+1.15%
Q4 2025127.5K$24M+1.12%
Q3 2025120.7K$22M+1.18%
Q2 2025118.6K$19M+1.09%
Q1 2025111.6K$19M+1.09%
Q4 2024105.7K$18M+1.13%
Q3 2024101.7K$17M+1.11%
Q2 202496.6K$15M+0.92%
Q1 202490.8K$14M+1.06%
Q4 202386.7K$12M+1.03%
Q3 202382.5K$9M+0.75%
Q2 202377.6K$9M+0.92%
Q1 202370.6K$8M+0.86%
Q4 202263.6K$7M+0.95%
Q3 202253.7K$5M+0.70%
Q2 202248.6K$5M+0.61%
Q1 202244.6K$6M+0.68%
Q4 202137.2K$6M+0.70%
Q3 202132.6K$4M+0.55%
Q2 202123.1K$3M+0.44%
Q1 202114.9K$1.7B+0.29%
Q4 20204.6K$391,000+0.09%
Q3 2020162$10,0000.00%
Q2 2020162$11,0000.00%
Q1 2020192$11,0000.00%
Q4 2019114$16,0000.00%
Q3 201957$9,0000.00%
Q2 201957$9,0000.00%
Q1 201974$13,000+0.01%
Q4 201857$10,000+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sound Income Strategies, LLC’s full portfolio or all institutional holders of SPG.