Position in SPG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$439,919
+$78,984 QoQ
Shares Held
1,967
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#823
of 1,358 holders
Holding Since
Dec 2021
12 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, 2026Modera Wealth Management, LLC holds $981,975 across 3 REIT - Retail names. SPG ranks #1 (44.8% of the industry book) .
All Filings in SPG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,919 | 1,967 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $360,935 | 1,935 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $401,133 | 2,167 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $406,493 | 2,166 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $398,363 | 2,478 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $383,644 | 2,310 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $279,152 | 1,621 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $240,008 | 1,420 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $215,556 | 1,420 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $222,215 | 1,420 | Shares | Sole | 2024-05-14 | |
| 2022-03-31 | $239,702 | 1,822 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $289,183 | 1,810 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||