Naviter Wealth, LLC

Position in SPG — Simon Property Group Inc.

CIK 1855567 LITTLE ROCK, AR

Position in SPG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$7,443,742

+$2,368,075 QoQ

Shares Held

33,283

+22.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#306

of 1,353 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Real Estate · as of Jun 30, 2026

Naviter Wealth, LLC holds $14,779,863 across 4 REIT - Retail names. SPG ranks #1 (50.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	33,283	$7,443,742
2	O	Realty Income Corp	78,312	$4,852,211
3	KIM	Kimco Realty Corp	66,139	$1,676,623
4	REG	Regency Centers Corp	10,124	$807,287

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,443,742	33,283	+22.3%	Shares	Sole	2026-08-07
2026-03-31	$5,075,667	27,211	+11.6%	Shares	Sole	2026-04-10
2025-12-31	$4,512,611	24,378	-7.6%	Shares	Sole	2026-01-21
2025-09-30	$4,952,235	26,388	+5.2%	Shares	Sole	2025-11-06
2025-06-30	$4,032,021	25,081	+4.3%	Shares	Sole	2025-07-28
2025-03-31	$3,992,064	24,037	+3.9%	Shares	Sole	2025-04-25
2024-12-31	$3,984,939	23,140	+5.9%	Shares	Sole	2025-02-07
2024-09-30	$3,693,763	21,854	-7.9%	Shares	Sole	2024-10-16
2024-06-30	$3,603,732	23,740	+3.0%	Shares	Sole	2024-08-02
2024-03-31	$3,605,686	23,041	-8.3%	Shares	Sole	2024-04-18
2023-12-31	$3,582,403	25,115	+19.3%	Shares	Sole	2024-02-05
2023-09-30	$2,274,139	21,051	+11.3%	Shares	Sole	2023-11-14
2023-06-30	$2,183,957	18,912	+13.5%	Shares	Sole	2023-07-20
2023-03-31	$1,865,756	16,663	+63.4%	Shares	Sole	2023-04-12
2022-12-31	$1,197,708	10,195	+9.6%	Shares	Sole	2023-01-31
2022-09-30	$834,944	9,303	+42.1%	Shares	Sole	2022-10-27
2022-06-30	$621,631	6,549	-3.0%	Shares	Sole	2022-07-18
2022-03-31	$888,293	6,752	+2.1%	Shares	Sole	2022-04-21
2021-12-31	$1,056,079	6,610	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.