AXXCESS WEALTH MANAGEMENT, LLC

Position in SPG — Simon Property Group Inc.

CIK 1911056 CARLSBAD, CA

Position in SPG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,390,208

+$1,055,315 QoQ

Shares Held

6,216

+100.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#562

of 1,353 holders

Holding Since

Dec 2022

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $2,914,312 across 4 REIT - Retail names. SPG ranks #1 (47.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	6,216	$1,390,208
2	O	Realty Income Corp	10,736	$665,202
3	NNN	Nnn REIT, Inc.	9,797	$455,854
4	PECO	Phillips Edison & Company, Inc.	9,684	$403,048

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,390,208	6,216	+100.5%	Shares	Sole	2026-07-28
2023-09-30	$334,893	3,100	+0.4%	Shares	Sole	2023-11-14
2023-03-31	$345,763	3,088	0.0%	Shares	Sole	2023-05-03
2022-12-31	$362,778	3,088	—	Shares	Sole	2023-02-16
No filing history on record for this holder in this stock.