Wealthspire Advisors, LLC

Position in SPG — Simon Property Group Inc.

CIK 1646247 NEW YORK, NY

Position in SPG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$249,817

+$21,505 QoQ

Shares Held

1,117

-8.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,007

of 1,353 holders

Holding Since

Jun 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $2,343,185 across 4 REIT - Retail names. SPG ranks #4 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	21,629	$1,340,132
2	ADC	Agree Realty Corp	5,719	$433,157
3	FRT	Federal Realty Investment Trust	2,593	$320,079
4	SPG	Simon Property Group Inc. This page	1,117	$249,817

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,817	1,117	-8.7%	Shares	Sole	2026-08-11
2026-03-31	$228,312	1,224	-44.6%	Shares	Sole	2026-05-01
2025-12-31	$409,278	2,211	+65.4%	Shares	Sole	2026-02-13
2025-09-30	$250,914	1,337	+5.2%	Shares	Sole	2025-11-14
2025-06-30	$204,325	1,271	-8.2%	Shares	Sole	2025-08-11
2021-12-31	$221,281	1,385	-75.5%	Shares	Sole	2022-02-14
2021-03-31	$642,345	5,646	+16.1%	Shares	Sole	2021-05-17
2020-12-31	$414,801	4,864	+44.9%	Shares	Sole	2021-02-16
2020-09-30	$217,066	3,356	+5.4%	Shares	Sole	2020-11-16
2020-06-30	$217,653	3,183	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.