Bernicke Wealth Management, Ltd.
Position in SPG — Simon Property Group Inc.
CIK 1569863
ALTOONA, WI
Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$819,453
+$136,008 QoQ
Shares Held
3,664
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#663
of 1,358 holders
Holding Since
Jun 2020
4 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, 2026Bernicke Wealth Management, Ltd. holds $819,453 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
3,664 | $819,453 |
All Filings in SPG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,453 | 3,664 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $683,445 | 3,664 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $707,860 | 3,824 | Shares | Sole | 2026-08-11 | |
| 2020-06-30 | $859,263 | 12,566 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||