CABOT WEALTH MANAGEMENT INC

Position in SPG — Simon Property Group Inc.

CIK 1016683 SALEM, MA

Position in SPG

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$390,269

+$64,775 QoQ

Shares Held

1,745

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#856

of 1,353 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

CABOT WEALTH MANAGEMENT INC holds $390,269 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPG	Simon Property Group Inc. This page	1,745	$390,269

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$390,269	1,745	0.0%	Shares	Sole	2026-07-31
2026-03-31	$325,494	1,745	0.0%	Shares	Sole	2026-04-27
2025-12-31	$323,016	1,745	0.0%	Shares	Sole	2026-02-03
2025-09-30	$327,484	1,745	0.0%	Shares	Sole	2025-10-31
2025-06-30	$280,526	1,745	0.0%	Shares	Sole	2025-07-31
2025-03-31	$289,809	1,745	0.0%	Shares	Sole	2025-04-22
2024-12-31	$300,506	1,745	0.0%	Shares	Sole	2025-02-04
2024-09-30	$294,939	1,745	0.0%	Shares	Sole	2024-10-15
2024-06-30	$264,891	1,745	0.0%	Shares	Sole	2024-07-12
2024-03-31	$273,075	1,745	0.0%	Shares	Sole	2024-05-03
2023-12-31	$248,906	1,745	-4.1%	Shares	Sole	2024-02-12
2023-06-30	$210,173	1,820	-1.4%	Shares	Sole	2023-07-13
2023-03-31	$206,584	1,845	+2.8%	Shares	Sole	2023-04-20
2022-12-31	$210,876	1,795	0.0%	Shares	Sole	2023-01-31
2022-03-31	$236,150	1,795	0.0%	Shares	Sole	2022-04-14
2021-12-31	$286,787	1,795	-2.7%	Shares	Sole	2022-01-26
2021-09-30	$239,794	1,845	+5.7%	Shares	Sole	2021-10-21
2021-06-30	$227,687	1,745	—	Shares	Sole	2021-07-26
No filing history on record for this holder in this stock.