Spire Wealth Management

Position in SPG — Simon Property Group Inc.

CIK 1858740 MCLEAN, VA

Position in SPG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,831,246

+$1,142,205 QoQ

Shares Held

8,188

+121.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#511

of 1,353 holders

Holding Since

Mar 2021

12 quarters on record

Real Estate · as of Jun 30, 2026

Spire Wealth Management holds $3,341,649 across 17 REIT - Retail names. SPG ranks #1 (54.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	8,188	$1,831,246
2	PECO	Phillips Edison & Company, Inc.	9,971	$414,993
3	ADC	Agree Realty Corp	5,390	$408,238
4	O	Realty Income Corp	5,423	$336,009
5	NNN	Nnn REIT, Inc.	2,419	$112,556
6	IVT	InvenTrust Properties Corp.	3,115	$110,271
7	KRG	Kite Realty Group Trust	1,035	$29,373
8	REG	Regency Centers Corp	350	$27,909

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,831,246	8,188	+121.7%	Shares	Sole	2026-07-15
2026-03-31	$689,041	3,694	-45.8%	Shares	Sole	2026-04-22
2025-12-31	$1,262,264	6,819	+121.1%	Shares	Sole	2026-01-14
2025-09-30	$578,773	3,084	-48.7%	Shares	Sole	2025-10-23
2025-06-30	$966,810	6,014	+192.4%	Shares	Sole	2025-08-04
2025-03-31	$341,626	2,057	-40.6%	Shares	Sole	2025-04-23
2024-12-31	$596,707	3,465	+6.6%	Shares	Sole	2025-01-24
2022-03-31	$427,570	3,250	-5.6%	Shares	Sole	2022-04-18
2021-12-31	$550,088	3,443	+66.9%	Shares	Sole	2022-01-14
2021-09-30	$268,128	2,063	+15.1%	Shares	Sole	2021-10-22
2021-06-30	$233,820	1,792	-31.7%	Shares	Sole	2021-07-26
2021-03-31	$298,304	2,622	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.