Position in SPG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,004,351
+$164,047 QoQ
Shares Held
8,962
-9.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#492
of 1,353 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $10,305,850 across 26 REIT - Retail names. SPG ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
59,634 | $3,694,922 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
8,962 | $2,004,351 | |
| 3 | FRT |
Federal Realty Investment Trust
|
10,165 | $1,254,767 | |
| 4 | NNN |
Nnn REIT, Inc.
|
25,645 | $1,193,261 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
16,685 | $590,649 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
11,205 | $466,352 | |
| 7 | KIM |
Kimco Realty Corp
|
7,925 | $200,898 | |
| 8 | CBL |
Cbl & Associates Properties Inc
|
2,676 | $142,068 |
All Filings in SPG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,004,351 | 8,962 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,840,304 | 9,866 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,383,141 | 7,472 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,902,035 | 10,135 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,534,132 | 9,543 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,323,823 | 7,971 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,812,682 | 10,526 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,844,515 | 10,913 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,220,927 | 8,043 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,260,839 | 8,057 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,118,868 | 7,844 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $918,579 | 8,503 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,021,882 | 8,849 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,125,522 | 10,052 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $778,774 | 6,629 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $697,896 | 7,776 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $641,659 | 6,760 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $301,667 | 2,293 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $907,174 | 5,678 | Shares | Other | 2022-02-15 | |
| 2021-03-31 | $209,791 | 1,844 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||