Position in SPG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,191,709
+$527,502 QoQ
Shares Held
14,271
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#418
of 1,353 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Composition Wealth, LLC holds $4,716,374 across 6 REIT - Retail names. SPG ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
14,271 | $3,191,709 | |
| 2 | O |
Realty Income Corp
|
8,561 | $530,439 | |
| 3 | KIM |
Kimco Realty Corp
|
11,649 | $295,302 | |
| 4 | NNN |
Nnn REIT, Inc.
|
5,816 | $270,618 | |
| 5 | REG |
Regency Centers Corp
|
2,847 | $227,019 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
6,384 | $201,287 |
All Filings in SPG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,191,709 | 14,271 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,664,207 | 14,283 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,665,213 | 14,398 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,729,847 | 14,546 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,416,062 | 15,029 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,626,887 | 15,817 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,794,968 | 16,230 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,547,378 | 9,155 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,461,985 | 9,631 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,511,849 | 9,661 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,369,344 | 9,600 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,027,797 | 9,514 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,098,676 | 9,514 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,108,167 | 9,897 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,207,107 | 10,275 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $619,005 | 6,897 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $686,461 | 7,232 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,715,410 | 13,039 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $593,066 | 3,712 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $456,454 | 3,512 | Shares | Sole | 2021-11-01 | |
| 2021-03-31 | $285,790 | 2,512 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $225,139 | 2,640 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||