Pinnacle Wealth Management Advisory Group, LLC
Position in SPG — Simon Property Group Inc.
CIK 1631864
RED BANK, NJ
Position in SPG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,184,674
+$309,476 QoQ
Shares Held
5,297
+12.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#588
of 1,358 holders
Holding Since
Jun 2024
9 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, 2026Pinnacle Wealth Management Advisory Group, LLC holds $1,663,837 across 3 REIT - Retail names. SPG ranks #1 (71.2% of the industry book) .
All Filings in SPG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,184,674 | 5,297 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $875,198 | 4,692 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $831,143 | 4,490 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $734,915 | 3,916 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $574,073 | 3,571 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $497,409 | 2,995 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $451,017 | 2,619 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $368,632 | 2,181 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $273,543 | 1,802 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||