Perigon Wealth Management, LLC

Position in SPG — Simon Property Group Inc.

CIK 1575239 SAN FRANCISCO, CA

Position in SPG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,839,073

+$354,854 QoQ

Shares Held

8,223

+3.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#509

of 1,353 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 36% Shared 0% None 64%

Real Estate · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $5,410,582 across 6 REIT - Retail names. SPG ranks #1 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	8,223	$1,839,073
2	BRX	Brixmor Property Group Inc.	46,090	$1,453,217
3	O	Realty Income Corp	19,371	$1,200,227
4	IVT	InvenTrust Properties Corp.	9,968	$352,867
5	MAC	Macerich Co	11,916	$300,164
6	NNN	Nnn REIT, Inc.	5,696	$265,034

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,839,073	8,223	+3.3%	Shares	Sole	2026-08-07
2026-03-31	$1,484,219	7,957	-0.2%	Shares	Sole	2026-04-10
2025-12-31	$1,475,326	7,970	+0.6%	Shares	Sole	2026-01-16
2025-09-30	$1,486,346	7,920	+9.6%	Shares	Sole	2025-10-17
2025-06-30	$1,161,330	7,224	+13.4%	Shares	Sole	2025-07-16
2025-03-31	$1,057,597	6,368	-1.4%	Shares	Sole	2025-04-23
2024-12-31	$1,112,304	6,459	-2.7%	Shares	Sole	2025-01-22
2024-09-30	$1,121,785	6,637	-5.2%	Shares	Sole	2024-10-16
2024-06-30	$1,062,448	6,999	+13.5%	Shares	Sole	2024-08-02
2024-03-31	$965,073	6,167	-4.8%	Shares	Sole	2024-04-29
2023-12-31	$923,594	6,475	-27.0%	Shares	Sole	2024-01-29
2023-09-30	$958,550	8,873	-3.8%	Shares	Sole	2023-10-30
2023-06-30	$1,065,072	9,223	+195.0%	Shares	Sole	2023-08-02
2023-03-31	$350,018	3,126	-18.9%	Shares	Sole	2023-05-03
2022-12-31	$452,650	3,853	+50.7%	Shares	Sole	2023-05-01
2022-09-30	$229,490	2,557	+50.9%	Shares	Sole	2022-12-13
2021-06-30	$221,033	1,694	—	Shares	Sole	2021-07-19
No filing history on record for this holder in this stock.