Position in SPG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$279,338
+$68,560 QoQ
Shares Held
1,249
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#957
of 1,353 holders
Holding Since
Mar 2020
14 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, 2026SteelPeak Wealth, LLC holds $1,018,706 across 2 REIT - Retail names. SPG ranks #2 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
11,933 | $739,368 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
1,249 | $279,338 |
All Filings in SPG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,338 | 1,249 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $210,778 | 1,130 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,605,459 | 8,673 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,402,833 | 7,475 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $447,555 | 2,784 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,423,471 | 8,571 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,576,238 | 9,153 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,302,637 | 7,707 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,152,162 | 7,590 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $956,936 | 6,115 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $893,924 | 6,267 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $11,093,708 | 102,691 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $406,605 | 3,521 | Shares | Sole | 2023-08-03 | |
| 2020-03-31 | $338,211 | 6,165 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||