Position in SPG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,907
-$1,763,715 QoQ
Shares Held
13
-99.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,322
of 1,353 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Ascentis Independent Advisors holds $2,907 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
|
13 | $2,907 |
All Filings in SPG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,907 | 13 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,766,622 | 9,471 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,203,215 | 6,500 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,282,724 | 6,835 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,385,108 | 8,616 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,393,245 | 8,389 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $933,033 | 5,418 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $99,203 | 587 | Shares | Sole | 2024-10-29 | |
| 2022-03-31 | $439,147 | 3,338 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $637,642 | 3,991 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $295,681 | 2,275 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $917,274 | 7,030 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $782,054 | 6,874 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $569,073 | 6,673 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||