Meridian Wealth Management, LLC
Position in SPG — Simon Property Group Inc.
CIK 1697300
LEXINGTON, KY
Position in SPG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$335,922
+$56,687 QoQ
Shares Held
1,502
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#897
of 1,353 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Meridian Wealth Management, LLC holds $991,892 across 2 REIT - Retail names. SPG ranks #2 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
10,587 | $655,970 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
1,502 | $335,922 |
All Filings in SPG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,922 | 1,502 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $279,235 | 1,497 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $312,095 | 1,686 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $278,877 | 1,486 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $223,456 | 1,390 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $234,006 | 1,409 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $417,092 | 2,422 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $381,816 | 2,259 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $237,638 | 1,666 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||