Avior Wealth Management, LLC

Position in SPG — Simon Property Group Inc.

CIK 1599868 OMAHA, NE

Position in SPG

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

Position Value

$229,912

+$181,177 QoQ

Shares Held

1,028

+263.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,042

of 1,358 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Avior Wealth Management, LLC holds $1,613,346 across 3 REIT - Retail names. SPG ranks #3 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PECO	Phillips Edison & Company, Inc.	21,001	$874,061
2	O	Realty Income Corp	8,221	$509,373
3	SPG	Simon Property Group Inc. This page	1,028	$229,912

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,912	1,028	+263.3%	Shares	Sole	2026-07-07
2024-12-31	$48,735	283	+2.2%	Shares	Sole	2025-01-17
2024-09-30	$46,818	277	+4.1%	Shares	Sole	2024-11-08
2024-06-30	$40,378	266	-54.5%	Shares	Sole	2024-08-13
2024-03-31	$91,546	585	+173.4%	Shares	Sole	2024-04-30
2023-12-31	$30,524	214	0.0%	Shares	Sole	2024-01-30
2023-09-30	$23,118	214	0.0%	Shares	Sole	2023-10-17
2023-06-30	$24,712	214	+0.9%	Shares	Sole	2023-07-19
2023-03-31	$23,737	212	0.0%	Shares	Sole	2023-05-10
2022-12-31	$24,905	212	-44.9%	Shares	Sole	2023-02-14
2022-09-30	$34,553	385	+2.4%	Shares	Sole	2022-10-26
2022-06-30	$35,689	376	-12.6%	Shares	Sole	2022-08-10
2022-03-31	$56,570	430	+0.7%	Shares	Sole	2022-05-13
2021-12-31	$68,221	427	-22.2%	Shares	Sole	2022-02-14
2021-09-30	$71,353	549	-3.5%	Shares	Sole	2021-11-02
2021-06-30	$74,243	569	+0.5%	Shares	Sole	2021-07-27
2021-03-31	$64,393	566	+2.4%	Shares	Sole	2021-05-11
2020-12-31	$47,159	553	+1.8%	Shares	Sole	2021-02-09
2020-09-30	$35,121	543	-18.8%	Shares	Sole	2020-10-20
2020-06-30	$45,746	669	0.0%	Shares	Sole	2020-07-02
2020-03-31	$36,701	669	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.