Position in SPG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$281,575
+$46,734 QoQ
Shares Held
1,259
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#954
of 1,353 holders
Holding Since
Sep 2024
8 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, 2026SlateStone Wealth, LLC holds $1,835,793 across 3 REIT - Retail names. SPG ranks #3 (15.3% of the industry book) .
All Filings in SPG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,575 | 1,259 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $234,841 | 1,259 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $268,964 | 1,453 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $298,958 | 1,593 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $256,090 | 1,593 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $264,565 | 1,593 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $274,330 | 1,593 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $231,557 | 1,370 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||