Position in SPG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$461,837
+$107,804 QoQ
Shares Held
2,065
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#808
of 1,353 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $461,837 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
2,065 | $461,837 |
All Filings in SPG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,837 | 2,065 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $354,033 | 1,898 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $378,179 | 2,043 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $402,176 | 2,143 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $417,332 | 2,596 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $422,839 | 2,546 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $433,280 | 2,516 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,463,037 | 8,656 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,287,719 | 8,483 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,294,172 | 8,270 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,597,853 | 11,202 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,079,543 | 9,993 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,190,829 | 10,312 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,117,684 | 9,982 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,158,352 | 9,860 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $442,018 | 4,925 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $427,804 | 4,507 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $563,339 | 4,282 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $589,551 | 3,690 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $485,437 | 3,735 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $274,529 | 2,104 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $239,827 | 2,108 | Shares | Defined | 2021-04-21 | |
| 2020-09-30 | $275,148 | 4,254 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $295,128 | 4,316 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $211,924 | 3,863 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||