Outlook Wealth Advisors, LLC

Position in SPG — Simon Property Group Inc.

CIK 1767151 SHENANDOAH, TX

Position in SPG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$370,364

+$61,471 QoQ

Shares Held

1,656

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#877

of 1,353 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $2,453,908 across 3 REIT - Retail names. SPG ranks #2 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PECO	Phillips Edison & Company, Inc.	41,766	$1,738,300
2	SPG	Simon Property Group Inc. This page	1,656	$370,364
3	SKT	Tanger Inc.	8,747	$345,244

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$370,364	1,656	0.0%	Shares	Sole	2026-08-03
2026-03-31	$308,893	1,656	+0.5%	Shares	Sole	2026-04-17
2025-12-31	$304,876	1,647	+0.3%	Shares	Sole	2026-02-11
2025-09-30	$308,154	1,642	—	Shares	Sole	2025-10-30
No filing history on record for this holder in this stock.