Strategic Financial Concepts, LLC
Position in SPG — Simon Property Group Inc.
CIK 1870686
SAN ANTONIO, TX
Position in SPG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$358,063
-$28,613 QoQ
Shares Held
1,601
-22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#882
of 1,353 holders
Holding Since
Mar 2023
12 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, 2026Strategic Financial Concepts, LLC holds $358,063 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
|
1,601 | $358,063 |
All Filings in SPG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,063 | 1,601 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $386,676 | 2,073 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $304,025 | 1,620 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $248,856 | 1,548 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $343,121 | 2,066 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $476,677 | 2,768 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $464,974 | 2,751 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,915 | 424,070 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $392,789 | 2,510 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $243,283 | 2,252 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $260,060 | 2,252 | Shares | Sole | 2023-09-07 | |
| 2023-03-31 | $261,449 | 2,335 | Shares | Sole | 2023-09-07 | |
| No filing history on record for this holder in this stock. | ||||||