Position in SPG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$589,991
+$87,050 QoQ
Shares Held
3,163
+16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 0%
Shared 95%
None 5%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $3,186,020 across 9 REIT - Retail names. SPG ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADC |
Agree Realty Corp
|
9,519 | $717,538 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
3,163 | $589,991 | |
| 3 | O |
Realty Income Corp
|
7,706 | $471,451 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
10,268 | $384,227 | |
| 5 | REG |
Regency Centers Corp
|
4,478 | $338,803 | |
| 6 | FCPT |
Four Corners Property Trust, Inc.
|
10,435 | $246,787 | |
| 7 | SKT |
Tanger Inc.
|
6,884 | $233,917 | |
| 8 | KIM |
Kimco Realty Corp
|
9,048 | $203,306 |
All Filings in SPG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $589,991 | 3,163 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $502,941 | 2,717 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $524,160 | 2,793 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $452,698 | 2,816 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $396,596 | 2,388 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $404,002 | 2,346 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $395,166 | 2,338 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $327,431 | 2,157 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $315,979 | 2,822 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $287,118 | 2,444 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $205,885 | 2,294 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $299,956 | 2,280 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $349,896 | 2,190 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||