Cornerstone Wealth Group, LLC
Position in SPG — Simon Property Group Inc.
CIK 1774879
HUNTERSVILLE, NC
Position in SPG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,729,689
+$557,213 QoQ
Shares Held
25,619
-7.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#340
of 1,353 holders
Holding Since
Mar 2024
10 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, 2026Cornerstone Wealth Group, LLC holds $5,729,689 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
|
25,619 | $5,729,689 |
All Filings in SPG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,729,689 | 25,619 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,172,476 | 27,730 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,084,971 | 27,470 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,029,743 | 26,801 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,207,893 | 26,175 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,071,783 | 24,517 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,988,039 | 23,158 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,830,838 | 22,665 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,376,335 | 22,242 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,213,991 | 20,538 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||