Activest Wealth Management

Position in SPG — Simon Property Group Inc.

CIK 1883134 AVENTURA, FL

Position in SPG

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$61,951

-$173,076 QoQ

Shares Held

277

-78.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,152

of 1,353 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Activest Wealth Management holds $104,214 across 7 REIT - Retail names. SPG ranks #1 (59.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	277	$61,951
2	FRT	Federal Realty Investment Trust	200	$24,688
3	NNN	Nnn REIT, Inc.	255	$11,865
4	O	Realty Income Corp	66	$4,089
5	REG	Regency Centers Corp	14	$1,116
6	KIM	Kimco Realty Corp	17	$430
7	ADC	Agree Realty Corp	1	$75

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,951	277	-78.0%	Shares	Sole	2026-07-16
2026-03-31	$235,027	1,260	+33.1%	Shares	Sole	2026-04-15
2025-12-31	$175,299	947	-19.7%	Shares	Sole	2026-01-30
2025-09-30	$221,262	1,179	+2.3%	Shares	Sole	2025-11-03
2025-06-30	$185,356	1,153	-0.6%	Shares	Sole	2025-07-29
2025-03-31	$192,652	1,160	-9.0%	Shares	Sole	2025-05-15
2024-12-31	$219,567	1,275	-1.2%	Shares	Sole	2025-01-28
2024-09-30	$218,035	1,290	+20.0%	Shares	Sole	2024-11-12
2024-06-30	$163,185	1,075	+593.5%	Shares	Sole	2024-07-30
2024-03-31	$24,255	155	-85.2%	Shares	Sole	2024-04-24
2023-06-30	$120,907	1,047	+171.9%	Shares	Sole	2023-07-21
2023-03-31	$43,108	385	-61.7%	Shares	Sole	2023-04-18
2022-06-30	$95,394	1,005	0.0%	Shares	Sole	2022-10-13
2022-03-31	$132,217	1,005	0.0%	Shares	Sole	2022-04-26
2021-12-31	$160,568	1,005	0.0%	Shares	Sole	2022-01-13
2021-09-30	$130,619	1,005	0.0%	Shares	Sole	2021-10-12
2021-06-30	$131,132	1,005	0.0%	Shares	Sole	2021-09-20
2021-03-31	$114,338	1,005	—	Shares	Sole	2021-09-20
No filing history on record for this holder in this stock.