Pinnacle Wealth Planning Services, Inc.

Position in SPG — Simon Property Group Inc.

CIK 1726752 MANSFIELD, OH

Position in SPG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$505,672

+$82,996 QoQ

Shares Held

2,261

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#781

of 1,353 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $2,033,513 across 23 REIT - Retail names. SPG ranks #1 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	2,261	$505,672
2	O	Realty Income Corp	3,927	$243,316
3	MAC	Macerich Co	5,983	$150,711
4	PECO	Phillips Edison & Company, Inc.	2,955	$122,987
5	SKT	Tanger Inc.	2,772	$109,410
6	EPRT	Essential Properties Realty Trust, Inc.	3,597	$107,370
7	REG	Regency Centers Corp	1,274	$101,588
8	UE	Urban Edge Properties	4,372	$100,031

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$505,672	2,261	-0.2%	Shares	Sole	2026-08-07
2026-03-31	$422,676	2,266	+0.5%	Shares	Sole	2026-05-11
2025-12-31	$417,237	2,254	+0.3%	Shares	Sole	2026-02-13
2025-09-30	$421,882	2,248	+38.3%	Shares	Sole	2025-11-13
2025-06-30	$261,235	1,625	+28.6%	Shares	Sole	2025-08-11
2025-03-31	$209,925	1,264	+2.5%	Shares	Sole	2025-05-15
2024-12-31	$212,334	1,233	-20.5%	Shares	Sole	2025-02-27
2024-09-30	$262,150	1,551	-0.5%	Shares	Sole	2024-11-13
2024-06-30	$236,656	1,559	+0.3%	Shares	Sole	2024-08-09
2024-03-31	$243,341	1,555	-1.1%	Shares	Sole	2024-05-10
2023-12-31	$224,230	1,572	+3.7%	Shares	Sole	2024-02-08
2021-12-31	$242,210	1,516	+35.4%	Shares	Sole	2022-01-21
2020-12-31	$95,512	1,120	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.