Position in SPG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,247,743
-$32,225 QoQ
Shares Held
5,579
-18.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#582
of 1,353 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026BENJAMIN EDWARDS INC holds $17,656,205 across 4 REIT - Retail names. SPG ranks #3 (7.1% of the industry book) .
All Filings in SPG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,247,743 | 5,579 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,279,968 | 6,862 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,221,355 | 6,598 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,178,755 | 6,281 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $661,688 | 4,116 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $655,019 | 3,944 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $832,979 | 4,837 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $827,690 | 4,897 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $151,800 | 1,000 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $156,490 | 1,000 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $142,640 | 1,000 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $108,030 | 1,000 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $115,480 | 1,000 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $111,970 | 1,000 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $117,480 | 1,000 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $89,750 | 1,000 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $94,920 | 1,000 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $131,560 | 1,000 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $159,770 | 1,000 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $129,970 | 1,000 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $130,480 | 1,000 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $113,770 | 1,000 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $85,280 | 1,000 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $64,680 | 1,000 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $68,380 | 1,000 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||