SVB WEALTH LLC

Position in SPG — Simon Property Group Inc.

CIK 1626116 BOSTON, MA

Position in SPG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$455,572

+$77,479 QoQ

Shares Held

2,037

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#811

of 1,353 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Real Estate · as of Jun 30, 2026

SVB WEALTH LLC holds $1,154,045 across 2 REIT - Retail names. SPG ranks #2 (39.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	O	Realty Income Corp	11,273	$698,473
2	SPG	Simon Property Group Inc. This page	2,037	$455,572

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$455,572	2,037	+0.5%	Shares	Sole	2026-07-17
2026-03-31	$378,093	2,027	-5.3%	Shares	Sole	2026-04-17
2025-12-31	$396,134	2,140	-1.8%	Shares	Sole	2026-02-04
2025-09-30	$409,119	2,180	-22.8%	Shares	Sole	2025-11-06
2025-06-30	$453,823	2,823	-23.3%	Shares	Sole	2025-08-14
2024-12-31	$633,904	3,681	-9.5%	Shares	Sole	2025-02-05
2024-06-30	$617,674	4,069	-32.9%	Shares	Sole	2024-08-06
2024-03-31	$948,954	6,064	+13.7%	Shares	Sole	2024-05-15
2023-12-31	$760,413	5,331	+29.8%	Shares	Sole	2024-01-30
2023-09-30	$443,678	4,107	-15.7%	Shares	Sole	2023-10-23
2023-06-30	$562,271	4,869	-18.3%	Shares	Sole	2023-07-24
2023-03-31	$667,340	5,960	-19.1%	Shares	Sole	2023-05-12
2022-12-31	$865,004	7,363	+42.5%	Shares	Sole	2023-02-10
2022-09-30	$463,737	5,167	+43.9%	Shares	Sole	2022-11-09
2022-06-30	$340,857	3,591	-11.0%	Shares	Sole	2022-08-16
2022-03-31	$530,976	4,036	+16.1%	Shares	Sole	2022-05-13
2021-12-31	$555,200	3,475	-64.2%	Shares	Sole	2022-02-15
2021-09-30	$1,262,528	9,714	+34.7%	Shares	Sole	2021-11-09
2021-06-30	$941,021	7,212	+9.7%	Shares	Sole	2021-08-13
2021-03-31	$747,809	6,573	+145.1%	Shares	Sole	2021-05-11
2020-12-31	$228,720	2,682	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.