Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,467,591
+$212,991 QoQ
Shares Held
6,562
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#549
of 1,353 holders
Holding Since
Jun 2022
17 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, 2026NewEdge Wealth, LLC holds $5,745,257 across 8 REIT - Retail names. SPG ranks #1 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
6,562 | $1,467,591 | |
| 2 | O |
Realty Income Corp
|
17,563 | $1,088,203 | |
| 3 | FRT |
Federal Realty Investment Trust
|
7,960 | $982,582 | |
| 4 | KIM |
Kimco Realty Corp
|
26,717 | $677,275 | |
| 5 | NNN |
Nnn REIT, Inc.
|
13,125 | $610,706 | |
| 6 | KRG |
Kite Realty Group Trust
|
12,962 | $367,861 | |
| 7 | ADC |
Agree Realty Corp
|
4,242 | $321,289 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
6,887 | $229,750 |
All Filings in SPG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,467,591 | 6,562 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,254,600 | 6,726 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,085,449 | 11,266 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,508,116 | 8,036 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,265,341 | 7,871 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,419,319 | 8,546 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,661,309 | 9,647 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,407,429 | 8,327 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,203,622 | 7,929 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,245,034 | 7,956 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,233,550 | 8,648 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $940,617 | 8,707 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,030,081 | 8,920 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,044,792 | 9,331 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,068,833 | 9,098 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $823,994 | 9,181 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $518,832 | 5,466 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||