Castle Rock Wealth Management, LLC
Position in SPG — Simon Property Group Inc.
CIK 1727605
WALNUT CREEK, CA
Position in SPG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$419,791
+$70,048 QoQ
Shares Held
1,877
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#839
of 1,358 holders
Holding Since
Sep 2021
20 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, 2026Castle Rock Wealth Management, LLC holds $2,586,773 across 3 REIT - Retail names. SPG ranks #2 (16.2% of the industry book) .
All Filings in SPG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,791 | 1,877 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $349,743 | 1,875 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $358,187 | 1,935 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $407,243 | 2,170 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $357,369 | 2,223 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,144,955 | 6,894 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,529,224 | 8,880 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $1,463,206 | 8,657 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,300,318 | 8,566 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,248,477 | 7,978 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,045,979 | 7,333 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $758,478 | 7,021 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $552,918 | 4,788 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $638,452 | 5,702 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $619,237 | 5,271 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $448,480 | 4,997 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $460,741 | 4,854 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $599,255 | 4,555 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,616,073 | 10,115 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,278,644 | 9,838 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||