Position in SPG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,620,914
+$1,991,291 QoQ
Shares Held
47,489
+2.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#257
of 1,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Bogart Wealth, LLC holds $10,782,415 across 10 REIT - Retail names. SPG ranks #1 (98.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
47,489 | $10,620,914 | |
| 2 | O |
Realty Income Corp
|
978 | $60,596 | |
| 3 | REG |
Regency Centers Corp
|
520 | $41,464 | |
| 4 | KIM |
Kimco Realty Corp
|
1,102 | $27,935 | |
| 5 | NNN |
Nnn REIT, Inc.
|
499 | $23,218 | |
| 6 | SKT |
Tanger Inc.
|
122 | $4,815 | |
| 7 | ADC |
Agree Realty Corp
|
23 | $1,742 | |
| 8 | FRT |
Federal Realty Investment Trust
|
9 | $1,110 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,620,914 | 47,489 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,629,623 | 46,264 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,437,684 | 45,582 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,696,440 | 46,339 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $7,627,418 | 47,446 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,859,104 | 41,300 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $39,436 | 229 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $38,705 | 229 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $34,762 | 229 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $11,267 | 72 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $10,270 | 72 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,778 | 72 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,466 | 56 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,270 | 56 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,054 | 26 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,333 | 26 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,467 | 26 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,420 | 26 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $4,154 | 26 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $3,379 | 26 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $3,392 | 26 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,958 | 26 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $2,217 | 26 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,681 | 26 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $1,777 | 26 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $52,336 | 954 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||