Retirement Planning Co of New England, Inc.

Pension

Position in SPG — Simon Property Group Inc.

CIK 1817693 Warwick, RI

Position in SPG

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

Position Value

$1,299,182

+$200,894 QoQ

Shares Held

5,809

-1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#572

of 1,353 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Retirement Planning Co of New England, Inc. holds $2,278,088 across 2 REIT - Retail names. SPG ranks #1 (57.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPG	Simon Property Group Inc. This page	5,809	$1,299,182
2	O	Realty Income Corp	15,799	$978,906

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,299,182	5,809	-1.3%	Shares	Sole	2026-07-30
2026-03-31	$1,098,288	5,888	+0.4%	Shares	Sole	2026-05-08
2025-12-31	$1,085,485	5,864	-6.2%	Shares	Sole	2026-01-28
2025-09-30	$1,173,500	6,253	-0.6%	Shares	Sole	2025-11-03
2025-06-30	$1,011,341	6,291	-0.3%	Shares	Sole	2025-08-12
2025-03-31	$1,048,130	6,311	-0.2%	Shares	Sole	2025-05-15
2024-12-31	$1,089,056	6,324	-0.7%	Shares	Sole	2025-02-10
2024-09-30	$1,076,319	6,368	-1.7%	Shares	Sole	2024-11-12
2024-06-30	$983,208	6,477	-1.5%	Shares	Sole	2024-08-08
2024-03-31	$1,029,078	6,576	-6.5%	Shares	Sole	2024-05-06
2023-12-31	$1,003,472	7,035	+2.0%	Shares	Sole	2024-02-12
2023-09-30	$745,298	6,899	+4.2%	Shares	Sole	2023-11-13
2023-06-30	$764,708	6,622	+3.8%	Shares	Sole	2023-08-11
2023-03-31	$714,480	6,381	+1.2%	Shares	Sole	2023-04-21
2022-12-31	$740,828	6,306	-0.4%	Shares	Sole	2023-02-03
2022-09-30	$568,476	6,334	+9.1%	Shares	Sole	2022-10-19
2022-06-30	$551,200	5,807	+19.4%	Shares	Sole	2022-08-12
2022-03-31	$639,907	4,864	+4.8%	Shares	Sole	2022-05-06
2021-12-31	$741,652	4,642	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.