Sound View Wealth Advisors Group, LLC
Position in SPG — Simon Property Group Inc.
CIK 1784777
SAVANNAH, GA
Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$826,163
+$111,940 QoQ
Shares Held
3,694
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#657
of 1,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $1,431,016 across 2 REIT - Retail names. SPG ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
3,694 | $826,163 | |
| 2 | O |
Realty Income Corp
|
9,762 | $604,853 |
All Filings in SPG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $826,163 | 3,694 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $714,223 | 3,829 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $687,498 | 3,714 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $696,631 | 3,712 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $599,956 | 3,732 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $603,036 | 3,631 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $853,989 | 4,959 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $846,790 | 5,010 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $740,480 | 4,878 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $771,026 | 4,927 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $793,506 | 5,563 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $592,004 | 5,480 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $605,692 | 5,245 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $556,714 | 4,972 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $653,541 | 5,563 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $368,513 | 4,106 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $381,863 | 4,023 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $470,327 | 3,575 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $658,571 | 4,122 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $535,216 | 4,118 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $541,361 | 4,149 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $493,534 | 4,338 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $366,874 | 4,302 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $433,032 | 6,695 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $457,598 | 6,692 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $408,048 | 7,438 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||