Emergent Wealth Advisors, LLC
Position in SPG — Simon Property Group Inc.
CIK 1799880
WILLIAMSVILLE, NY
Position in SPG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,894,986
+$382,228 QoQ
Shares Held
8,473
+4.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.33%
of 13F equity value
Holder Rank
#506
of 1,353 holders
Holding Since
Dec 2023
11 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, 2026Emergent Wealth Advisors, LLC holds $1,894,986 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
|
8,473 | $1,894,986 |
All Filings in SPG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,894,986 | 8,473 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,512,758 | 8,110 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,471,069 | 7,947 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,406,586 | 7,495 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,115,352 | 6,938 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $1,067,064 | 6,425 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $875,687 | 5,085 | Shares | Sole | 2025-10-31 | |
| 2024-09-30 | $841,043 | 4,976 | Shares | Sole | 2025-12-16 | |
| 2024-06-30 | $731,827 | 4,821 | Shares | Sole | 2025-12-16 | |
| 2024-03-31 | $700,605 | 4,477 | Shares | Sole | 2025-12-17 | |
| 2023-12-31 | $662,562 | 4,645 | Shares | Sole | 2025-12-16 | |
| No filing history on record for this holder in this stock. | ||||||