Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$634,942
+$108,555 QoQ
Shares Held
2,839
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#733
of 1,358 holders
Holding Since
Jun 2020
25 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, 2026Element Wealth, LLC holds $634,942 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
|
2,839 | $634,942 |
All Filings in SPG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,942 | 2,839 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $526,387 | 2,822 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $519,048 | 2,804 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $522,473 | 2,784 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $444,340 | 2,764 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $582,774 | 3,509 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $599,118 | 3,479 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $583,288 | 3,451 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $534,791 | 3,523 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $602,330 | 3,849 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $549,021 | 3,849 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $443,679 | 4,107 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $469,888 | 4,069 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $472,177 | 4,217 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $491,066 | 4,180 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $392,387 | 4,372 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $410,244 | 4,322 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $563,076 | 4,280 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $715,130 | 4,476 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $577,976 | 4,447 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $573,720 | 4,397 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $496,833 | 4,367 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $387,085 | 4,539 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $290,025 | 4,484 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $295,811 | 4,326 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||