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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in SPG — Simon Property Group Inc.

CIK 1631073 WASHINGTON, DC
Back to SPG Full portfolio

Position in SPG

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$10,735
+$2,901 QoQ
Shares Held
48
+14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,272
of 1,358 holders
Holding Since
Mar 2020
26 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, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $22,352 across 6 REIT - Retail names. SPG ranks #1 (48.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPG
Simon Property Group Inc.
This page 		48 $10,735
2 O
Realty Income Corp
 97 $6,010
3 CBL
Cbl & Associates Properties Inc
 40 $2,123
4 REG
Regency Centers Corp
 18 $1,435
5 KIM
Kimco Realty Corp
 52 $1,318
6 AKR
Acadia Realty Trust
 35 $731

All Filings in SPG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,735 48
2026-03-31 $7,834 42
2025-12-31 $7,774 42
2025-09-30 $21,582 115
2025-06-30 $15,432 96
2025-03-31 $3,819 23
2024-12-31 $3,960 23
2024-09-30 $5,746 34
2024-06-30 $5,161 34
2024-03-31 $5,320 34
2023-12-31 $4,849 34
2023-09-30 $3,673 34
2023-06-30 $3,926 34
2023-03-31 $3,806 34
2022-12-31 $3,994 34
2022-09-30 $3,051 34
2022-06-30 $3,227 34
2022-03-31 $4,473 34
2021-12-31 $5,432 34
2021-09-30 $4,418 34
2021-06-30 $4,436 34
2021-03-31 $3,868 34
2020-12-31 $2,387 28
2020-09-30 $1,811 28
2020-06-30 $1,914 28
2020-03-31 $1,536 28

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