Position in SPG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$910,031
+$152,720 QoQ
Shares Held
4,069
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#639
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, 2026CFM WEALTH PARTNERS LLC holds $910,031 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
|
4,069 | $910,031 |
All Filings in SPG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $910,031 | 4,069 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $757,311 | 4,060 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $768,206 | 4,150 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $868,912 | 4,630 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,400,862 | 8,714 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,301,070 | 7,834 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,254,549 | 7,285 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,064,995 | 6,301 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $683,555 | 4,503 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $595,131 | 3,803 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||