NORTHCAPE WEALTH MANAGEMENT, LLC
Position in SPG — Simon Property Group Inc.
CIK 1902806
WILLIAMSVILLE, NY
Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$220,966
New position
Shares Held
988
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,056
of 1,353 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026NORTHCAPE WEALTH MANAGEMENT, LLC holds $220,966 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
|
988 | $220,966 |
All Filings in SPG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,966 | 988 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||