Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in SPG — Simon Property Group Inc.
CIK 1510434
Seattle, WA
Position in SPG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$274,418
+$53,003 QoQ
Shares Held
1,227
-27.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#277
of 448 holders
Holding Since
Dec 2020
5 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $3,684,370 across 6 REIT - Retail names. SPG ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
24,347 | $1,132,865 | |
| 2 | REG |
Regency Centers Corp
|
9,852 | $785,597 | |
| 3 | FRT |
Federal Realty Investment Trust
|
5,537 | $683,486 | |
| 4 | WSR |
Whitestone REIT
|
21,646 | $410,408 | |
| 5 | O |
Realty Income Corp
|
6,417 | $397,596 | |
| 6 | SPG |
Simon Property Group Inc.
This page
|
1,227 | $274,418 |
All Filings in SPG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,418 | 1,227 | Shares | Sole | 2026-07-15 | |
| 2022-03-31 | $221,415 | 1,683 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $279,917 | 1,752 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $210,203 | 1,611 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $203,904 | 2,391 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||