MISSION WEALTH MANAGEMENT, LP

Position in SPG — Simon Property Group Inc.

CIK 1645382 Santa Barbara, CA

Position in SPG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$672,515

+$357,828 QoQ

Shares Held

3,007

+76.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#713

of 1,353 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $1,799,433 across 3 REIT - Retail names. SPG ranks #1 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	3,007	$672,515
2	NNN	Nnn REIT, Inc.	12,366	$575,389
3	FRT	Federal Realty Investment Trust	4,468	$551,529

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$672,515	3,007	+76.9%	Shares	Sole	2026-07-20
2025-12-31	$314,687	1,700	-0.2%	Shares	Sole	2026-02-05
2025-09-30	$319,789	1,704	-3.7%	Shares	Sole	2025-11-04
2025-06-30	$284,384	1,769	-0.4%	Shares	Sole	2025-08-05
2025-03-31	$294,958	1,776	-10.0%	Shares	Sole	2025-04-17
2024-12-31	$339,942	1,974	+8.6%	Shares	Sole	2025-02-06
2024-09-30	$307,109	1,817	+25.2%	Shares	Sole	2024-10-31
2024-06-30	$220,261	1,451	-39.7%	Shares	Sole	2024-08-05
2024-03-31	$376,671	2,407	+34.5%	Shares	Sole	2024-04-30
2023-12-31	$255,182	1,789	-4.3%	Shares	Sole	2024-02-05
2023-09-30	$202,016	1,870	+1.5%	Shares	Sole	2023-10-24
2023-06-30	$212,829	1,843	-3.2%	Shares	Sole	2023-08-04
2023-03-31	$213,190	1,904	+4.7%	Shares	Sole	2023-04-07
2022-12-31	$213,696	1,819	+3.4%	Shares	Sole	2023-02-02
2022-03-31	$231,414	1,759	+19.0%	Shares	Sole	2022-04-25
2021-12-31	$236,140	1,478	-47.8%	Shares	Sole	2022-02-11
2021-09-30	$368,075	2,832	+0.4%	Shares	Sole	2021-11-05
2021-06-30	$367,953	2,820	+17.8%	Shares	Sole	2021-08-10
2021-03-31	$272,365	2,394	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.