Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$541,009
+$147,991 QoQ
Shares Held
2,419
+14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#765
of 1,353 holders
Holding Since
Mar 2022
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, 2026Tradition Wealth Management, LLC holds $541,009 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
|
2,419 | $541,009 |
All Filings in SPG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,009 | 2,419 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $393,018 | 2,107 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $353,374 | 1,909 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $369,522 | 1,969 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $213,007 | 1,325 | Shares | Sole | 2025-08-12 | |
| 2023-12-31 | $26,245 | 184 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $84,695 | 784 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $90,536 | 784 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $87,224 | 779 | Shares | Sole | 2023-05-12 | |
| 2022-06-30 | $18,034 | 190 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $24,996 | 190 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||