Apollon Wealth Management, LLC
Position in SPG — Simon Property Group Inc.
CIK 1764387
MOUNT PLEASANT, SC
Position in SPG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,316,343
+$721,512 QoQ
Shares Held
10,357
+21.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#464
of 1,353 holders
Holding Since
Dec 2021
18 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, 2026Apollon Wealth Management, LLC holds $5,399,071 across 6 REIT - Retail names. SPG ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
10,357 | $2,316,343 | |
| 2 | O |
Realty Income Corp
|
21,729 | $1,346,328 | |
| 3 | FRT |
Federal Realty Investment Trust
|
4,831 | $596,338 | |
| 4 | ADC |
Agree Realty Corp
|
5,636 | $426,870 | |
| 5 | KIM |
Kimco Realty Corp
|
15,557 | $394,369 | |
| 6 | NNN |
Nnn REIT, Inc.
|
6,852 | $318,823 |
All Filings in SPG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,316,343 | 10,357 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,594,831 | 8,550 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,533,451 | 8,284 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,466,641 | 7,815 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $975,652 | 6,069 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,443,567 | 8,692 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,506,148 | 8,746 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,132,603 | 6,701 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $926,283 | 6,102 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,132,518 | 7,237 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $950,410 | 6,663 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $316,851 | 2,933 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $221,144 | 1,915 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $244,878 | 2,187 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $229,790 | 1,956 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $267,096 | 2,976 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $245,359 | 1,865 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $219,204 | 1,372 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||