ELEVATION POINT WEALTH PARTNERS, LLC
Position in SPG — Simon Property Group Inc.
CIK 1744349
DENVER, CO
Position in SPG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,271,836
+$406,723 QoQ
Shares Held
10,158
+1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#470
of 1,353 holders
Holding Since
Mar 2020
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $6,768,970 across 6 REIT - Retail names. SPG ranks #1 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
10,158 | $2,271,836 | |
| 2 | ADC |
Agree Realty Corp
|
28,622 | $2,167,830 | |
| 3 | O |
Realty Income Corp
|
20,297 | $1,257,602 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
16,114 | $508,074 | |
| 5 | REG |
Regency Centers Corp
|
4,129 | $329,246 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
7,852 | $234,382 |
All Filings in SPG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,271,836 | 10,158 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,865,113 | 9,999 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $384,103 | 2,075 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $104,333 | 649 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $7,285,908 | 51,079 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,095,808 | 56,427 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,880,067 | 59,578 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,858,050 | 61,249 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,144,663 | 60,816 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,441,542 | 60,630 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,517,699 | 58,130 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,346,191 | 48,238 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $7,999,364 | 50,068 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,768,837 | 52,080 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $7,007,950 | 53,709 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,760,099 | 59,419 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $5,583,622 | 65,474 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,786,708 | 74,006 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,032,015 | 73,589 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $2,797,969 | 51,002 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||