Position in SPG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$223,650
-$111,856 QoQ
Shares Held
1,000
-52.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,054
of 1,358 holders
Holding Since
Sep 2023
8 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, 2026Atlas Private Wealth Advisors holds $732,589 across 2 REIT - Retail names. SPG ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
8,214 | $508,939 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
1,000 | $223,650 |
All Filings in SPG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,650 | 1,000 | Shares | Sole | 2026-07-28 | |
| 2025-06-30 | $335,506 | 2,087 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $333,488 | 2,008 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $344,420 | 2,000 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $338,040 | 2,000 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $303,600 | 2,000 | Shares | Sole | 2024-07-12 | |
| 2023-12-31 | $285,280 | 2,000 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $216,060 | 2,000 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||