Position in SPG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$38,915
+$31,454 QoQ
Shares Held
174
+335.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,181
of 1,353 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,562,945 across 2 REIT - Retail names. SPG ranks #2 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
24,597 | $1,524,030 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
174 | $38,915 |
All Filings in SPG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,915 | 174 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,461 | 40 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,404 | 40 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,506 | 40 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,430 | 40 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $11,625 | 70 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||