Position in SPG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$273,523
+$56,030 QoQ
Shares Held
1,223
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#973
of 1,358 holders
Holding Since
Sep 2025
4 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, 2026Biltmore Wealth Management, LLC holds $273,523 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
|
1,223 | $273,523 |
All Filings in SPG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,523 | 1,223 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $217,493 | 1,166 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $213,431 | 1,153 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $213,756 | 1,139 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||