MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Position in SPG — Simon Property Group Inc.
CIK 1767601
INDIANAPOLIS, IN
Position in SPG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$660,214
+$110,324 QoQ
Shares Held
2,952
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#720
of 1,353 holders
Holding Since
Jun 2020
25 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, 2026MARKET STREET WEALTH MANAGEMENT ADVISORS LLC holds $660,214 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
|
2,952 | $660,214 |
All Filings in SPG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,214 | 2,952 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $549,890 | 2,948 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $541,076 | 2,923 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $546,682 | 2,913 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $475,367 | 2,957 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $486,614 | 2,930 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $503,714 | 2,925 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $481,368 | 2,848 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $431,415 | 2,842 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $444,431 | 2,840 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $403,243 | 2,827 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $307,885 | 2,850 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $326,000 | 2,823 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $318,778 | 2,847 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $331,646 | 2,823 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $253,364 | 2,823 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $267,959 | 2,823 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $371,393 | 2,823 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $451,030 | 2,823 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $341,821 | 2,630 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $343,162 | 2,630 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $299,215 | 2,630 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $224,286 | 2,630 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $204,582 | 3,163 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $216,285 | 3,163 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||