Cornerstone Wealth Management, LLC
Position in SPG — Simon Property Group Inc.
CIK 1674117
ST. PETERS, MO
Position in SPG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$327,199
+$36,399 QoQ
Shares Held
1,463
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#910
of 1,353 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $546,227 across 2 REIT - Retail names. SPG ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,463 | $327,199 | |
| 2 | O |
Realty Income Corp
|
3,535 | $219,028 |
All Filings in SPG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,199 | 1,463 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $290,800 | 1,559 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $287,846 | 1,555 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $310,969 | 1,657 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $263,164 | 1,637 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $270,212 | 1,627 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $279,496 | 1,623 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $282,263 | 1,670 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $274,909 | 1,811 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $261,651 | 1,672 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $237,923 | 1,668 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||