Position in SPG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$652,834
+$109,473 QoQ
Shares Held
2,919
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#727
of 1,358 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MFA WEALTH ADVISORS, LLC holds $652,834 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
|
2,919 | $652,834 |
All Filings in SPG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,834 | 2,919 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $543,361 | 2,913 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $536,448 | 2,898 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $543,867 | 2,898 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $465,882 | 2,898 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $481,299 | 2,898 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $489,819 | 2,898 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $409,860 | 2,700 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $422,523 | 2,700 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $385,128 | 2,700 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||