Sargent Investment Group, LLC

Position in SPG — Simon Property Group Inc.

CIK 1766157 BETHESDA, MD

Position in SPG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,035,052

+$193,616 QoQ

Shares Held

4,628

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#617

of 1,358 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Sargent Investment Group, LLC holds $2,564,907 across 3 REIT - Retail names. SPG ranks #1 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	4,628	$1,035,052
2	REG	Regency Centers Corp	9,643	$768,932
3	BFS	Saul Centers, Inc.	20,351	$760,923

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,035,052	4,628	+2.6%	Shares	Sole	2026-08-11
2026-03-31	$841,436	4,511	+12.8%	Shares	Sole	2026-05-11
2025-12-31	$740,069	3,998	-12.7%	Shares	Sole	2026-02-13
2025-06-30	$736,280	4,580	+40.1%	Shares	Sole	2025-08-14
2025-03-31	$542,915	3,269	+34.5%	Shares	Sole	2025-05-05
2024-12-31	$418,470	2,430	—	Shares	Sole	2025-01-27
No filing history on record for this holder in this stock.