Position in SPG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,194,942
+$752,171 QoQ
Shares Held
23,228
-2.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#354
of 1,353 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $6,191,506 across 2 REIT - Retail names. SPG ranks #1 (83.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
23,228 | $5,194,942 | |
| 2 | O |
Realty Income Corp
|
16,084 | $996,564 |
All Filings in SPG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,194,942 | 23,228 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,442,771 | 23,818 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,558,333 | 24,625 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,141,407 | 27,396 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,930,627 | 61,773 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $11,267,033 | 67,841 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,798,850 | 39,480 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||