Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,702,139
+$452,028 QoQ
Shares Held
12,082
+0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#449
of 1,358 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Pasadena Private Wealth, LLC holds $10,840,321 across 8 REIT - Retail names. SPG ranks #2 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
50,665 | $3,139,203 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
12,082 | $2,702,139 | |
| 3 | NNN |
Nnn REIT, Inc.
|
42,751 | $1,989,204 | |
| 4 | ADC |
Agree Realty Corp
|
20,948 | $1,586,601 | |
| 5 | REG |
Regency Centers Corp
|
7,267 | $579,470 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
12,996 | $387,930 | |
| 7 | FRT |
Federal Realty Investment Trust
|
1,853 | $228,734 | |
| 8 | KRG |
Kite Realty Group Trust
|
8,000 | $227,040 |
All Filings in SPG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,702,139 | 12,082 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,250,111 | 12,063 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,229,094 | 12,042 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||