SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in SPG — Simon Property Group Inc.
CIK 1794153
MINNEAPOLIS, MN
Position in SPG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$328,094
+$54,268 QoQ
Shares Held
1,467
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#908
of 1,353 holders
Holding Since
Dec 2021
12 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, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $328,094 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
|
1,467 | $328,094 |
All Filings in SPG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,094 | 1,467 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $273,826 | 1,468 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $271,741 | 1,468 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $275,499 | 1,468 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $235,995 | 1,468 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $243,805 | 1,468 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $252,804 | 1,468 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $247,952 | 1,467 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $222,690 | 1,467 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $229,570 | 1,467 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $209,252 | 1,467 | Shares | Sole | 2024-02-05 | |
| 2021-12-31 | $234,382 | 1,467 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||