MinichMacGregor Wealth Management, LLC
Position in SPG — Simon Property Group Inc.
CIK 1744318
Saratoga Springs, NY
Position in SPG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$309,978
+$19,726 QoQ
Shares Held
1,386
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#929
of 1,358 holders
Holding Since
Jun 2025
4 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, 2026MinichMacGregor Wealth Management, LLC holds $551,157 across 2 REIT - Retail names. SPG ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,386 | $309,978 | |
| 2 | KIM |
Kimco Realty Corp
|
9,514 | $241,179 |
All Filings in SPG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,978 | 1,386 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $290,252 | 1,568 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $322,792 | 1,720 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $282,937 | 1,760 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||