Regent Peak Wealth Advisors LLC

Position in SPG — Simon Property Group Inc.

CIK 1803329 ATLANTA, GA

Position in SPG

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$424,487

+$78,101 QoQ

Shares Held

1,898

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#827

of 1,353 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $424,487 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	1,898	$424,487

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,487	1,898	+2.2%	Shares	Sole	2026-07-10
2026-03-31	$346,386	1,857	+1.2%	Shares	Sole	2026-04-14
2025-12-31	$339,676	1,835	+0.4%	Shares	Sole	2026-01-08
2025-09-30	$342,873	1,827	+2.2%	Shares	Sole	2025-10-16
2025-03-31	$296,784	1,787	-1.5%	Shares	Sole	2025-04-14
2024-12-31	$312,388	1,814	-0.3%	Shares	Sole	2025-01-07
2024-09-30	$307,616	1,820	-1.1%	Shares	Sole	2024-10-16
2024-06-30	$279,312	1,840	-0.1%	Shares	Sole	2024-08-14
2024-03-31	$288,098	1,841	+0.5%	Shares	Sole	2024-05-01
2023-12-31	$261,173	1,831	-2.3%	Shares	Sole	2024-01-23
2023-09-30	$202,448	1,874	-4.6%	Shares	Sole	2023-11-03
2023-06-30	$226,802	1,964	-0.3%	Shares	Sole	2023-07-19
2023-03-31	$220,468	1,969	-0.2%	Shares	Sole	2023-04-24
2022-12-31	$231,788	1,973	+0.7%	Shares	Sole	2023-02-08
2022-03-31	$257,726	1,959	+0.7%	Shares	Sole	2022-05-03
2021-12-31	$310,912	1,946	+0.2%	Shares	Sole	2022-02-11
2021-09-30	$252,401	1,942	+0.4%	Shares	Sole	2021-11-08
2021-06-30	$252,478	1,935	-1.1%	Shares	Sole	2021-08-16
2021-03-31	$222,647	1,957	+2.3%	Shares	Sole	2021-04-28
2020-12-31	$163,140	1,913	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.