Robertson Stephens Wealth Management, LLC
Position in SPG — Simon Property Group Inc.
CIK 1767307
San Francisco, CA
Position in SPG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$531,168
+$83,123 QoQ
Shares Held
2,375
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#770
of 1,353 holders
Holding Since
Mar 2023
14 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, 2026Robertson Stephens Wealth Management, LLC holds $531,168 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
2,375 | $531,168 |
All Filings in SPG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,168 | 2,375 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $448,045 | 2,402 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $438,895 | 2,371 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $447,217 | 2,383 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $419,744 | 2,611 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $428,984 | 2,583 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $482,015 | 2,799 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $435,226 | 2,575 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $411,681 | 2,712 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,024,325 | 19,326 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,791,750 | 19,572 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,114,147 | 19,570 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $350,135 | 3,032 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $356,288 | 3,182 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||