Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$51,886
+$10,477 QoQ
Shares Held
232
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,164
of 1,358 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $397,486 across 11 REIT - Retail names. SPG ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
4,226 | $261,842 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
232 | $51,886 | |
| 3 | BRX |
Brixmor Property Group Inc.
|
1,341 | $42,281 | |
| 4 | SKT |
Tanger Inc.
|
750 | $29,602 | |
| 5 | NNN |
Nnn REIT, Inc.
|
116 | $5,397 | |
| 6 | KIM |
Kimco Realty Corp
|
143 | $3,625 | |
| 7 | KRG |
Kite Realty Group Trust
|
34 | $964 | |
| 8 | ADC |
Agree Realty Corp
|
11 | $833 |
All Filings in SPG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,886 | 232 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $41,409 | 222 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $33,875 | 183 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||