Position in SPG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$70,449
-$9,945 QoQ
Shares Held
315
-26.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,147
of 1,352 holders
Holding Since
Mar 2020
11 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, 2026IAG Wealth Partners, LLC holds $83,956 across 2 REIT - Retail names. SPG ranks #1 (83.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
315 | $70,449 | |
| 2 | O |
Realty Income Corp
|
218 | $13,507 |
All Filings in SPG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,449 | 315 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $80,394 | 431 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $58,309 | 315 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $59,116 | 315 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $50,639 | 315 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $52,315 | 315 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $54,246 | 315 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $53,241 | 315 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $47,817 | 315 | Shares | Sole | 2024-07-16 | |
| 2020-06-30 | $341 | 5 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $713 | 13 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||