Position in SPG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$488,898
+$30,781 QoQ
Shares Held
2,186
-11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#794
of 1,358 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, 2026B. Riley Wealth Advisors, Inc. holds $1,001,493 across 2 REIT - Retail names. SPG ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
8,273 | $512,595 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
2,186 | $488,898 |
All Filings in SPG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,898 | 2,186 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $458,117 | 2,456 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $946,837 | 5,115 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $838,321 | 4,467 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $785,473 | 4,886 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,153,425 | 6,945 | Shares | Sole | 2026-08-28 | |
| 2024-12-31 | $800,087 | 4,646 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,194,802 | 7,069 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,065,787 | 7,021 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,718,260 | 10,980 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,341,671 | 9,406 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,186,169 | 10,980 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,363,356 | 11,806 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,481,475 | 13,231 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,308,609 | 11,139 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $952,068 | 10,608 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $900,600 | 9,488 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,166,937 | 8,870 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,554,242 | 9,728 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,277,345 | 9,828 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,412,837 | 10,828 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,452,956 | 12,771 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $454,712 | 5,332 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $425,141 | 6,573 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $546,218 | 7,988 | Shares | Other | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||