Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,391,997
+$156,423 QoQ
Shares Held
6,224
-6.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#563
of 1,358 holders
Holding Since
Sep 2020
24 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, 2026Wellington Shields & Co., LLC holds $1,391,997 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
|
6,224 | $1,391,997 |
All Filings in SPG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,391,997 | 6,224 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,235,574 | 6,624 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,447,375 | 7,819 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,369,991 | 7,300 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,077,092 | 6,700 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $946,656 | 5,700 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $947,155 | 5,500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $963,414 | 5,700 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $865,260 | 5,700 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $891,993 | 5,700 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $813,048 | 5,700 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $561,756 | 5,200 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $369,536 | 3,200 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $638,229 | 5,700 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $718,977 | 6,120 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $549,270 | 6,120 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $571,418 | 6,020 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $930,129 | 7,070 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,081,642 | 6,770 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $814,911 | 6,270 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $792,013 | 6,070 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $633,698 | 5,570 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $475,009 | 5,570 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $327,927 | 5,070 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||