Concord Wealth Partners

Position in SPG — Simon Property Group Inc.

CIK 1814214 ABINGDON, VA

Position in SPG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$141,346

+$24,357 QoQ

Shares Held

632

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,108

of 1,358 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Concord Wealth Partners holds $152,082 across 4 REIT - Retail names. SPG ranks #1 (92.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	632	$141,346
2	NNN	Nnn REIT, Inc.	84	$3,908
3	O	Realty Income Corp	58	$3,593
4	KRG	Kite Realty Group Trust	114	$3,235

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$141,346	632	0.0%	Shares	Sole	2026-07-27
2025-12-31	$116,989	632	0.0%	Shares	Sole	2026-01-29
2025-09-30	$118,607	632	0.0%	Shares	Sole	2025-11-05
2025-06-30	$101,600	632	0.0%	Shares	Sole	2025-07-25
2025-03-31	$104,962	632	0.0%	Shares	Sole	2025-05-02
2024-12-31	$108,836	632	0.0%	Shares	Sole	2025-01-24
2024-09-30	$106,820	632	-0.3%	Shares	Sole	2024-10-24
2024-06-30	$96,241	634	+0.3%	Shares	Sole	2024-07-31
2024-03-31	$98,901	632	0.0%	Shares	Sole	2024-04-30
2023-12-31	$90,148	632	-18.5%	Shares	Sole	2024-04-30
2023-09-30	$83,723	775	-2.6%	Shares	Sole	2024-04-30
2023-06-30	$91,922	796	+3.1%	Shares	Sole	2023-08-08
2023-03-31	$86,440	772	-4.3%	Shares	Sole	2023-04-26
2022-12-31	$94,806	807	0.0%	Shares	Sole	2023-01-30
2022-06-30	$76,600	807	+3.1%	Shares	Sole	2022-08-04
2022-03-31	$103,011	783	0.0%	Shares	Sole	2022-04-20
2021-12-31	$125,099	783	+132.3%	Shares	Sole	2022-01-21
2021-09-30	$43,799	337	-57.0%	Shares	Sole	2021-11-09
2021-06-30	$102,165	783	0.0%	Shares	Sole	2021-07-29
2021-03-31	$89,081	783	-25.5%	Shares	Sole	2021-05-13
2020-12-31	$89,629	1,051	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.