Proficio Capital Partners LLC

Position in SPG — Simon Property Group Inc.

CIK 1654175 NEWTON, MA

Position in SPG

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

Position Value

$778,972

+$527,717 QoQ

Shares Held

3,483

+158.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#678

of 1,353 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Proficio Capital Partners LLC holds $1,707,244 across 4 REIT - Retail names. SPG ranks #1 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	3,483	$778,972
2	FRT	Federal Realty Investment Trust	2,866	$353,779
3	REG	Regency Centers Corp	3,833	$305,643
4	NNN	Nnn REIT, Inc.	5,778	$268,850

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$778,972	3,483	+158.6%	Shares	Sole	2026-08-17
2026-03-31	$251,255	1,347	+0.4%	Shares	Sole	2026-05-14
2025-12-31	$248,232	1,341	+6.2%	Shares	Sole	2026-02-12
2025-09-30	$237,027	1,263	-61.0%	Shares	Sole	2025-11-17
2025-06-30	$520,862	3,240	+2.0%	Shares	Sole	2025-08-07
2025-03-31	$527,304	3,175	+0.8%	Shares	Sole	2025-05-06
2024-12-31	$542,289	3,149	+31.9%	Shares	Sole	2025-02-06
2024-09-30	$403,619	2,388	-19.6%	Shares	Sole	2024-11-01
2024-06-30	$450,694	2,969	-5.6%	Shares	Sole	2024-07-25
2024-03-31	$492,004	3,144	+8.6%	Shares	Sole	2024-05-02
2023-12-31	$412,942	2,895	+8.8%	Shares	Sole	2024-02-13
2023-09-30	$287,359	2,660	+5.1%	Shares	Sole	2023-10-18
2023-06-30	$292,395	2,532	-1.0%	Shares	Sole	2023-08-14
2023-03-31	$286,419	2,558	-1.3%	Shares	Sole	2023-04-21
2022-12-31	$304,390	2,591	+2.5%	Shares	Sole	2023-01-30
2022-09-30	$226,798	2,527	+6.0%	Shares	Sole	2022-10-11
2022-06-30	$226,194	2,383	-11.2%	Shares	Sole	2022-08-15
2022-03-31	$353,238	2,685	+18.8%	Shares	Sole	2022-05-13
2021-12-31	$361,239	2,261	-1.6%	Shares	Sole	2022-02-11
2021-09-30	$298,671	2,298	-7.2%	Shares	Sole	2021-11-15
2021-06-30	$322,938	2,475	-0.1%	Shares	Sole	2021-08-16
2021-03-31	$281,922	2,478	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.