Position in SPG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,266,306
+$204,018 QoQ
Shares Held
5,662
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#578
of 1,353 holders
Holding Since
Dec 2025
3 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, 2026NWAM LLC holds $2,395,712 across 2 REIT - Retail names. SPG ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
5,662 | $1,266,306 | |
| 2 | O |
Realty Income Corp
|
18,228 | $1,129,406 |
All Filings in SPG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,266,306 | 5,662 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,062,288 | 5,695 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $820,222 | 4,431 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||