Position in SPG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$434,551
+$9,823 QoQ
Shares Held
1,943
-14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#824
of 1,358 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Bragg Financial Advisors, Inc holds $434,551 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
|
1,943 | $434,551 |
All Filings in SPG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,551 | 1,943 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $424,728 | 2,277 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $435,193 | 2,351 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $406,868 | 2,168 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $341,936 | 2,127 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $291,138 | 1,753 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $246,088 | 1,429 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||