Prestige Wealth Management Group LLC
Position in SPG — Simon Property Group Inc.
CIK 1772715
FLEMINGTON, NJ
Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$508,132
-$276,599 QoQ
Shares Held
2,272
-46.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#781
of 1,358 holders
Holding Since
Dec 2020
23 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, 2026Prestige Wealth Management Group LLC holds $1,081,676 across 6 REIT - Retail names. SPG ranks #2 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
8,288 | $513,524 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
2,272 | $508,132 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
1,333 | $55,479 | |
| 4 | NNN |
Nnn REIT, Inc.
|
64 | $2,977 | |
| 5 | AKR |
Acadia Realty Trust
|
42 | $878 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
23 | $686 |
All Filings in SPG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,132 | 2,272 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $784,731 | 4,207 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,996 | 27 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $821,243 | 4,376 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $682,264 | 4,244 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $716,468 | 4,314 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $728,275 | 4,229 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $716,305 | 4,238 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $2,732 | 18 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $614,223 | 3,925 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,567 | 18 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $1,944 | 18 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $2,078 | 18 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $2,015 | 18 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $2,114 | 18 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $1,615 | 18 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $1,708 | 18 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $2,368 | 18 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $2,875 | 18 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,339 | 18 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,348 | 18 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $2,047 | 18 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,535 | 18 | Shares | Other | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||