Position in SPG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$260,999
-$96,205 QoQ
Shares Held
1,167
-39.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#995
of 1,358 holders
Holding Since
Sep 2024
8 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, 2026BSW Wealth Partners holds $650,231 across 2 REIT - Retail names. SPG ranks #2 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
6,282 | $389,232 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
1,167 | $260,999 |
All Filings in SPG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,999 | 1,167 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $357,204 | 1,915 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $387,620 | 2,094 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $391,854 | 2,088 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $253,197 | 1,575 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $237,162 | 1,428 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $252,632 | 1,467 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $248,121 | 1,468 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||