Position in SPG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$240,199
New position
Shares Held
1,074
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,016
of 1,353 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 14%
Shared 0%
None 86%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $592,627 across 2 REIT - Retail names. SPG ranks #2 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
5,688 | $352,428 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
1,074 | $240,199 |
All Filings in SPG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,199 | 1,074 | Shares | Other | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||