Private Wealth Asset Management, LLC
Position in SPG — Simon Property Group Inc.
CIK 1883006
OMAHA, NE
Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,578
+$594 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,314
of 1,353 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $285,062 across 2 REIT - Retail names. SPG ranks #2 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
4,543 | $281,484 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
16 | $3,578 |
All Filings in SPG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,578 | 16 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,984 | 16 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,331 | 18 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,378 | 18 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $321 | 2 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,826 | 11 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||