Position in SPG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$499,634
+$115,569 QoQ
Shares Held
2,234
+8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#785
of 1,353 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $1,846,458 across 2 REIT - Retail names. SPG ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
21,737 | $1,346,824 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
2,234 | $499,634 |
All Filings in SPG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,634 | 2,234 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $384,065 | 2,059 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $341,527 | 1,845 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $340,808 | 1,816 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $248,374 | 1,545 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $255,098 | 1,536 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||