Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,472,532
+$2,676,113 QoQ
Shares Held
37,883
+21.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#290
of 1,353 holders
Holding Since
Jun 2021
13 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, 2026CreativeOne Wealth, LLC holds $16,480,799 across 4 REIT - Retail names. SPG ranks #1 (51.4% of the industry book) .
All Filings in SPG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,472,532 | 37,883 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $5,796,419 | 31,075 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,594,578 | 30,223 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,040,065 | 26,856 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,732,846 | 23,220 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,284,729 | 19,778 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,731,915 | 10,057 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,276,945 | 7,555 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $503,065 | 3,314 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $464,775 | 2,970 | Shares | Sole | 2024-05-14 | |
| 2021-12-31 | $329,445 | 2,062 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $218,869 | 1,684 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $233,037 | 1,786 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||