Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$715,680
+$118,784 QoQ
Shares Held
3,200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#696
of 1,353 holders
Holding Since
Sep 2024
8 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, 2026WealthTrust Axiom LLC holds $715,680 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
|
3,200 | $715,680 |
All Filings in SPG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,680 | 3,200 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $596,896 | 3,200 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $592,352 | 3,200 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $600,544 | 3,200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $514,432 | 3,200 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $465,024 | 2,800 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $344,420 | 2,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $338,040 | 2,000 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||