Position in SPG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$10,958
+$2,751 QoQ
Shares Held
49
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,264
of 1,353 holders
Holding Since
Sep 2021
20 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, 2026JFS WEALTH ADVISORS, LLC holds $136,777 across 15 REIT - Retail names. SPG ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,837 | $113,820 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
49 | $10,958 | |
| 3 | KIM |
Kimco Realty Corp
|
142 | $3,599 | |
| 4 | MAC |
Macerich Co
|
66 | $1,662 | |
| 5 | SKT |
Tanger Inc.
|
40 | $1,578 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
36 | $1,074 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
21 | $874 | |
| 8 | FRT |
Federal Realty Investment Trust
|
4 | $493 |
All Filings in SPG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,958 | 49 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $8,207 | 44 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,144 | 44 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,257 | 44 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,073 | 44 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,805 | 47 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,722 | 10 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,690 | 10 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,518 | 10 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,721 | 11 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,996 | 14 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $33,489 | 310 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $35,798 | 310 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $34,710 | 310 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $36,418 | 310 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $27,822 | 310 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $29,425 | 310 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,315 | 10 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,947 | 56 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $7,278 | 56 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||