Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$638,968
-$84,395 QoQ
Shares Held
2,857
-26.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#727
of 1,353 holders
Holding Since
Mar 2023
14 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, 2026IHT Wealth Management, LLC holds $2,372,020 across 3 REIT - Retail names. SPG ranks #2 (26.9% of the industry book) .
All Filings in SPG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,968 | 2,857 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $723,363 | 3,878 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $682,500 | 3,687 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $734,352 | 3,913 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $648,505 | 4,034 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $708,995 | 4,269 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $760,651 | 4,417 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $890,735 | 5,270 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $617,218 | 4,066 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $625,334 | 3,996 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $573,555 | 4,021 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $439,466 | 4,068 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $433,050 | 3,750 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $423,470 | 3,782 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||