Wealthcare Advisory Partners LLC

Position in SPG — Simon Property Group Inc.

CIK 1683059 WEST CHESTER, PA

Position in SPG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$583,279

+$70,882 QoQ

Shares Held

2,608

-5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#748

of 1,358 holders

Holding Since

Mar 2020

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $3,687,083 across 5 REIT - Retail names. SPG ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	35,424	$2,194,871
2	SPG	Simon Property Group Inc. This page	2,608	$583,279
3	KIM	Kimco Realty Corp	12,514	$317,229
4	NNN	Nnn REIT, Inc.	6,763	$314,682
5	PECO	Phillips Edison & Company, Inc.	6,656	$277,022

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$583,279	2,608	-5.1%	Shares	Sole	2026-07-09
2026-03-31	$512,397	2,747	+1.7%	Shares	Sole	2026-04-14
2025-12-31	$499,982	2,701	+1.5%	Shares	Sole	2026-01-14
2025-09-30	$499,202	2,660	-5.2%	Shares	Sole	2025-11-07
2025-06-30	$450,931	2,805	+874.0%	Shares	Sole	2025-07-22
2021-03-31	$32,765	288	+2115.4%	Shares	Sole	2021-04-30
2020-03-31	$713	13	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.