Legacy Wealth Asset Management, LLC

Position in SPG — Simon Property Group Inc.

CIK 1846151 WOODBURY, MN

Position in SPG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,581,205

+$144,738 QoQ

Shares Held

7,070

-8.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#539

of 1,353 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $3,014,903 across 5 REIT - Retail names. SPG ranks #1 (52.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	7,070	$1,581,205
2	KRG	Kite Realty Group Trust	21,303	$604,579
3	O	Realty Income Corp	5,004	$310,047
4	REG	Regency Centers Corp	3,642	$290,413
5	ADC	Agree Realty Corp	3,019	$228,659

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,581,205	7,070	-8.2%	Shares	Sole	2026-07-09
2026-03-31	$1,436,467	7,701	-4.2%	Shares	Sole	2026-04-08
2025-12-31	$1,487,358	8,035	-3.0%	Shares	Sole	2026-01-12
2025-09-30	$1,554,470	8,283	-39.8%	Shares	Sole	2025-10-14
2025-06-30	$2,213,343	13,768	+0.5%	Shares	Sole	2025-07-30
2025-03-31	$2,275,628	13,702	-1.5%	Shares	Sole	2025-04-09
2024-12-31	$2,396,474	13,916	-2.1%	Shares	Sole	2025-01-15
2024-09-30	$2,402,281	14,213	+1.4%	Shares	Sole	2024-10-23
2024-06-30	$2,128,691	14,023	+17.4%	Shares	Sole	2024-08-14
2024-03-31	$1,868,490	11,940	+0.3%	Shares	Sole	2024-04-19
2023-12-31	$1,698,557	11,908	+2.1%	Shares	Sole	2024-01-10
2023-09-30	$1,259,953	11,663	-1.0%	Shares	Sole	2023-11-01
2023-06-30	$1,360,816	11,784	+0.7%	Shares	Sole	2023-08-04
2023-03-31	$1,310,608	11,705	-0.1%	Shares	Sole	2023-04-24
2022-12-31	$1,376,160	11,714	-1.7%	Shares	Sole	2023-02-02
2022-09-30	$1,069,281	11,914	+16.6%	Shares	Sole	2022-10-14
2022-06-30	$969,892	10,218	+0.7%	Shares	Sole	2022-07-19
2022-03-31	$1,335,334	10,150	+0.5%	Shares	Sole	2022-05-12
2021-12-31	$1,613,037	10,096	+1.6%	Shares	Sole	2022-02-10
2021-09-30	$1,291,121	9,934	-6.2%	Shares	Sole	2021-10-19
2021-06-30	$1,382,566	10,596	-2.1%	Shares	Sole	2021-07-14
2021-03-31	$1,231,105	10,821	-1.1%	Shares	Sole	2021-04-20
2020-12-31	$933,389	10,945	—	Shares	Sole	2021-03-25
No filing history on record for this holder in this stock.