Dynamic Wealth Strategies, LLC

Position in SPG — Simon Property Group Inc.

CIK 1812853 GRANITE BAY, CA

Position in SPG

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$46,966

+$7,795 QoQ

Shares Held

210

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,168

of 1,353 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Dynamic Wealth Strategies, LLC holds $129,328 across 5 REIT - Retail names. SPG ranks #1 (36.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	210	$46,966
2	O	Realty Income Corp	585	$36,246
3	KIM	Kimco Realty Corp	700	$17,745
4	REG	Regency Centers Corp	201	$16,027
5	FRT	Federal Realty Investment Trust	100	$12,344

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,966	210	0.0%	Shares	Sole	2026-07-23
2026-03-31	$39,171	210	+195.8%	Shares	Sole	2026-05-13
2025-12-31	$13,142	71	+39.2%	Shares	Sole	2026-02-04
2025-09-30	$9,571	51	+45.7%	Shares	Sole	2025-10-29
2025-06-30	$5,626	35	-28.6%	Shares	Sole	2025-08-13
2025-03-31	$8,137	49	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.