Sunbelt Securities, Inc. ITDD β€” SIMON PPTY GROUP INC NEW COM

Ownership history in Sunbelt Securities, Inc.  Β·  4 quarters on record

AI Ownership Summary

Sunbelt Securities, Inc. reported SIMON PPTY GROUP INC NEW COM (ITDD) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows ITDD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ITDD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sunbelt Securities, Inc.'s position in SIMON PPTY GROUP INC NEW COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ITDD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ITDD stock page Sunbelt Securities, Inc. fund profile Sunbelt Securities, Inc. full holdings
How Sunbelt Securities, Inc. held ITDD β€” position size vs. price
% of Fund (quarterly)    ITDD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 2,613 β€” 0% 0.01% $91K 2026-05-18 $37.64
2025 Q4 ADDED β€” β€” β€” 2,613 +359 +15.9% 0.01% $92K 2026-02-20 $36.75
2025 Q3 REDUCED 5.5% +3.0% ❌ 2,254 -131 -5.5% 0.01% $79K 2025-11-19 $34.23
2025 Q1 INITIATED β€” β€” β€” 2,385 β€” β€” 0.01% $73K 2025-04-24 $29.64

🏒 Other funds also holding ITDD

As of 2026 Q1 β€” sorted by position size

10Elms LLP 0.02% NBC SECURITIES, INC. 0.01% McIlrath & Eck, LLC 3Y 7Y 0.01% Capital Advisors, Ltd. LLC 3Y 7Y 0.0% Hughes Financial Services, LLC 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0%

FAQ About Sunbelt Securities, Inc. and ITDD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sunbelt Securities, Inc. reported owning ITDD?

Sunbelt Securities, Inc. reported ITDD across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported ITDD position in Sunbelt Securities, Inc.'s portfolio?

The largest reported portfolio weight for ITDD was 0.01% in 2025 Q1.

What is the latest reported ITDD position on this page?

The most recent filing on this page is 2026 Q1, when Sunbelt Securities, Inc. reported 2,613 shares, equal to 0.01% of portfolio, with an estimated market value of $91K.

What does the chart on this ITDD ownership page compare?

The chart compares Sunbelt Securities, Inc.'s quarterly ITDD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sunbelt Securities, Inc. time their ITDD position?

Based on 13F filing dates vs. subsequent ITDD price moves, Sunbelt Securities, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on ITDD relative to SPY over the holding period was -6.7%.

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