Position in SPG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$410,174
+$60,617 QoQ
Shares Held
1,834
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#841
of 1,353 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $766,567 across 2 REIT - Retail names. SPG ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,834 | $410,174 | |
| 2 | O |
Realty Income Corp
|
5,752 | $356,393 |
All Filings in SPG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,174 | 1,834 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $349,557 | 1,874 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $347,266 | 1,876 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||