Alpha Omega Wealth Management LLC
Position in SPG — Simon Property Group Inc.
CIK 1665633
RICHMOND, VA
Position in SPG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,494,674
+$1,064,438 QoQ
Shares Held
37,982
-4.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#289
of 1,353 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Alpha Omega Wealth Management LLC holds $13,931,168 across 2 REIT - Retail names. SPG ranks #1 (61.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
37,982 | $8,494,674 | |
| 2 | O |
Realty Income Corp
|
87,742 | $5,436,494 |
All Filings in SPG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,494,674 | 37,982 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,430,236 | 39,834 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $7,385,703 | 39,899 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,517,497 | 40,057 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,725,394 | 41,835 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $7,038,304 | 42,379 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $7,545,208 | 43,814 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,504,488 | 44,400 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $6,874,414 | 45,286 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $7,082,580 | 45,259 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $6,742,735 | 47,271 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $5,359,692 | 49,613 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,793,978 | 50,173 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,629,179 | 50,274 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $5,769,442 | 49,110 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,132,987 | 46,050 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $332,789 | 3,506 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $359,816 | 2,735 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $410,289 | 2,568 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $489,467 | 3,766 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $466,596 | 3,576 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $398,195 | 3,500 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $260,956 | 3,060 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||