Position in SPG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,404,400
-$256,064 QoQ
Shares Held
15,222
-22.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#405
of 1,353 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 99%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026GeoWealth Management, LLC holds $12,862,489 across 11 REIT - Retail names. SPG ranks #1 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
15,222 | $3,404,400 | |
| 2 | O |
Realty Income Corp
|
31,257 | $1,936,683 | |
| 3 | FRT |
Federal Realty Investment Trust
|
15,660 | $1,933,070 | |
| 4 | KIM |
Kimco Realty Corp
|
70,886 | $1,796,960 | |
| 5 | REG |
Regency Centers Corp
|
11,537 | $919,960 | |
| 6 | ADC |
Agree Realty Corp
|
8,042 | $609,101 | |
| 7 | CBL |
Cbl & Associates Properties Inc
|
11,283 | $599,014 | |
| 8 | SKT |
Tanger Inc.
|
14,548 | $574,209 |
All Filings in SPG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,404,400 | 15,222 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $3,660,464 | 19,624 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,899,342 | 21,065 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $3,963,778 | 21,121 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,564,853 | 22,175 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $4,478,014 | 26,963 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $4,785,371 | 27,788 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,795,512 | 22,456 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $3,424,456 | 22,559 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,622,302 | 16,757 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,797,121 | 12,599 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $964,275 | 8,926 | Shares | Other | 2023-11-13 | |
| 2022-12-31 | $233,197 | 1,985 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $323,202 | 3,405 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $455,855 | 3,465 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||