Wedmont Private Capital

Position in SPG — Simon Property Group Inc.

CIK 1904274 WEST CHESTER, PA

Position in SPG

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,690,794

+$332,670 QoQ

Shares Held

7,560

+3.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#524

of 1,353 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wedmont Private Capital holds $3,104,413 across 5 REIT - Retail names. SPG ranks #1 (54.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	7,560	$1,690,794
2	O	Realty Income Corp	11,941	$739,864
3	KIM	Kimco Realty Corp	9,763	$247,492
4	REG	Regency Centers Corp	2,749	$219,205
5	NNN	Nnn REIT, Inc.	4,450	$207,058

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,690,794	7,560	+3.8%	Shares	Sole	2026-07-13
2026-03-31	$1,358,124	7,281	-1.5%	Shares	Sole	2026-04-09
2025-12-31	$1,367,777	7,389	+2.6%	Shares	Sole	2026-01-08
2025-09-30	$1,351,599	7,202	+2.3%	Shares	Sole	2025-10-08
2025-06-30	$1,131,750	7,040	+1.0%	Shares	Sole	2025-07-10
2025-03-31	$1,157,909	6,972	+3.6%	Shares	Sole	2025-04-14
2024-12-31	$1,158,456	6,727	+3.3%	Shares	Sole	2025-01-13
2024-09-30	$1,100,489	6,511	+5.9%	Shares	Sole	2024-10-08
2024-06-30	$933,570	6,150	+5.4%	Shares	Sole	2024-07-15
2024-03-31	$913,119	5,835	+2.6%	Shares	Sole	2024-04-10
2023-12-31	$811,193	5,687	+53.7%	Shares	Sole	2024-01-09
2023-09-30	$399,819	3,701	-6.8%	Shares	Sole	2023-10-10
2023-06-30	$458,802	3,973	+31.6%	Shares	Sole	2023-07-17
2023-03-31	$338,037	3,019	+2.7%	Shares	Sole	2023-04-11
2022-12-31	$345,508	2,941	—	Shares	Sole	2023-01-09
No filing history on record for this holder in this stock.