Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$852,330
+$223,538 QoQ
Shares Held
3,811
+13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#650
of 1,353 holders
Holding Since
Jun 2025
5 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, 2026Adams Wealth Management holds $852,330 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
|
3,811 | $852,330 |
All Filings in SPG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $852,330 | 3,811 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $628,792 | 3,371 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $530,525 | 2,866 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $560,757 | 2,988 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $559,605 | 3,481 | Shares | Sole | 2025-09-25 | |
| No filing history on record for this holder in this stock. | ||||||