Position in SPG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,658,974
+$541,113 QoQ
Shares Held
11,889
+4.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#449
of 1,353 holders
Holding Since
Jun 2022
17 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, 2026BCGM Wealth Management, LLC holds $2,658,974 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
11,889 | $2,658,974 |
All Filings in SPG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,658,974 | 11,889 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,117,861 | 11,354 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,999,743 | 10,803 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,995,119 | 10,631 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,621,425 | 10,086 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,656,814 | 9,976 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,724,855 | 10,016 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,669,410 | 9,877 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,492,497 | 9,832 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,562,709 | 9,986 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,375,905 | 9,646 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,051,564 | 9,734 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,094,750 | 9,480 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,070,097 | 9,557 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,152,126 | 9,807 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $754,528 | 8,407 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $624,099 | 6,575 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||