MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in SPG — Simon Property Group Inc.
CIK 1607355
GLASTONBURY, CT
Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,933
+$1,151 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,281
of 1,352 holders
Holding Since
Dec 2021
19 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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $36,611 across 2 REIT - Retail names. SPG ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
479 | $29,678 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
31 | $6,933 |
All Filings in SPG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,933 | 31 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,782 | 31 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,738 | 31 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,817 | 31 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,912 | 43 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,148 | 31 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,338 | 31 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,239 | 31 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,705 | 31 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,851 | 31 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,421 | 31 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,348 | 31 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,579 | 31 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,471 | 31 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,641 | 31 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,782 | 31 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,942 | 31 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,078 | 31 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,952 | 31 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||