Position in SPG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,341
+$782 QoQ
Shares Held
6
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,333
of 1,353 holders
Holding Since
Mar 2022
17 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, 2026Asset Dedication, LLC holds $53,214 across 3 REIT - Retail names. SPG ranks #3 (2.5% of the industry book) .
All Filings in SPG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,341 | 6 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $559 | 3 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $13,513 | 73 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $13,699 | 73 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $11,735 | 73 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $17,438 | 105 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $18,254 | 106 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $12,338 | 73 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $11,081 | 73 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $11,423 | 73 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $10,412 | 73 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,886 | 73 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $346 | 3 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $335 | 3 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $6,931 | 59 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $538 | 6 | Shares | Sole | 2022-10-27 | |
| 2022-03-31 | $789 | 6 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||