Position in SPG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$280,457
+$46,549 QoQ
Shares Held
1,254
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#955
of 1,353 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026EPG Wealth Management LLC holds $733,081 across 2 REIT - Retail names. SPG ranks #2 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
17,855 | $452,624 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
1,254 | $280,457 |
All Filings in SPG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,457 | 1,254 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $233,908 | 1,254 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $232,127 | 1,254 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $235,338 | 1,254 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $201,593 | 1,254 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $208,264 | 1,254 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $215,951 | 1,254 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $211,951 | 1,254 | Shares | Sole | 2024-11-13 | |
| 2022-03-31 | $325,084 | 2,471 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $401,661 | 2,514 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||