AE Wealth Management LLC

Position in SPG — Simon Property Group Inc.

CIK 1697723 TOPEKA, KS

Position in SPG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,268,077

+$516,373 QoQ

Shares Held

5,670

+40.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#577

of 1,353 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

AE Wealth Management LLC holds $6,319,305 across 7 REIT - Retail names. SPG ranks #3 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PECO	Phillips Edison & Company, Inc.	42,773	$1,780,195
2	O	Realty Income Corp	21,611	$1,339,008
3	SPG	Simon Property Group Inc. This page	5,670	$1,268,077
4	KIM	Kimco Realty Corp	25,401	$643,913
5	KRG	Kite Realty Group Trust	21,764	$617,660
6	MAC	Macerich Co	16,664	$419,754
7	REG	Regency Centers Corp	3,144	$250,698

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,268,077	5,670	+40.7%	Shares	Other	2026-08-03
2026-03-31	$751,704	4,030	+13.3%	Shares	Other	2026-05-13
2025-12-31	$658,423	3,557	+31.8%	Shares	Other	2026-01-26
2025-09-30	$506,511	2,699	+4.8%	Shares	Other	2025-11-03
2025-06-30	$414,111	2,576	+84.5%	Shares	Other	2025-08-06
2025-03-31	$231,844	1,396	+0.1%	Shares	Other	2025-05-06
2024-12-31	$240,229	1,395	+10.3%	Shares	Other	2025-02-13
2024-09-30	$213,808	1,265	-2.9%	Shares	Other	2024-11-14
2024-03-31	$203,905	1,303	-96.1%	Shares	Other	2024-05-15
2023-12-31	$4,778,012	33,497	+81.9%	Shares	Sole	2024-02-14
2023-09-30	$1,989,264	18,414	-6.0%	Shares	Sole	2023-10-11
2023-06-30	$2,262,022	19,588	+30.9%	Shares	Sole	2023-07-10
2023-03-31	$1,675,854	14,967	-20.5%	Shares	Sole	2023-04-14
2022-12-31	$2,212,383	18,832	-7.8%	Shares	Sole	2023-01-31
2022-09-30	$1,833,502	20,429	-3.3%	Shares	Sole	2022-10-25
2022-06-30	$2,005,944	21,133	-0.6%	Shares	Sole	2022-08-03
2022-03-31	$2,796,965	21,260	-24.2%	Shares	Sole	2022-04-18
2021-12-31	$4,483,625	28,063	-20.0%	Shares	Sole	2022-01-20
2021-09-30	$4,556,488	35,058	-14.7%	Shares	Sole	2021-11-01
2021-06-30	$5,362,597	41,099	-20.5%	Shares	Sole	2021-07-21
2021-03-31	$5,883,046	51,710	-3.2%	Shares	Sole	2021-04-27
2020-12-31	$4,556,766	53,433	-31.8%	Shares	Sole	2021-02-01
2020-09-30	$5,064,120	78,295	+2217.8%	Shares	Sole	2020-11-06
2020-06-30	$230,987	3,378	-15.1%	Shares	Sole	2020-08-05
2020-03-31	$218,342	3,980	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.