Kingsview Wealth Management, LLC

Position in SPG — Simon Property Group Inc.

CIK 1791965 GRANTS PASS, OR

Position in SPG

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$3,317,847

-$5,410,636 QoQ

Shares Held

14,835

-68.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#413

of 1,358 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $9,202,312 across 2 REIT - Retail names. SPG ranks #2 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	O	Realty Income Corp	94,972	$5,884,465
2	SPG	Simon Property Group Inc. This page	14,835	$3,317,847

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,317,847	14,835	-68.3%	Shares	Sole	2026-08-19
2026-03-31	$8,728,483	46,794	+10.6%	Shares	Sole	2026-05-12
2025-12-31	$7,830,523	42,302	+1.8%	Shares	Sole	2026-02-09
2025-09-30	$7,800,690	41,566	-7.5%	Shares	Sole	2025-11-12
2025-06-30	$7,225,357	44,945	-79.7%	Shares	Sole	2025-08-08
2025-03-31	$36,742,210	221,232	+14747.8%	Shares	Sole	2025-05-02
2024-12-31	$256,592	1,490	+0.1%	Shares	Sole	2025-01-28
2024-09-30	$251,501	1,488	-9.2%	Shares	Sole	2024-11-12
2024-06-30	$248,800	1,639	+3.0%	Shares	Sole	2024-08-14
2023-12-31	$227,082	1,592	-93.8%	Shares	Sole	2024-02-08
2023-03-31	$2,879,307	25,715	+576.0%	Shares	Defined	2023-05-15
2022-09-30	$341,409	3,804	+10.3%	Shares	Sole	2022-11-15
2022-06-30	$327,284	3,448	+5.9%	Shares	Sole	2022-08-16
2022-03-31	$428,227	3,255	-18.1%	Shares	Sole	2024-02-08
2020-09-30	$256,908	3,972	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.