Position in SPG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,859,202
+$324,247 QoQ
Shares Held
8,313
+1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#507
of 1,353 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026HB Wealth Management, LLC holds $10,266,663 across 10 REIT - Retail names. SPG ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
67,959 | $4,210,739 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
8,313 | $1,859,202 | |
| 3 | NNN |
Nnn REIT, Inc.
|
28,943 | $1,346,717 | |
| 4 | FRT |
Federal Realty Investment Trust
|
6,039 | $745,454 | |
| 5 | KIM |
Kimco Realty Corp
|
18,980 | $481,143 | |
| 6 | SKT |
Tanger Inc.
|
9,958 | $393,042 | |
| 7 | KRG |
Kite Realty Group Trust
|
12,864 | $365,080 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
10,329 | $344,575 |
All Filings in SPG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,859,202 | 8,313 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,534,955 | 8,229 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,408,131 | 7,607 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,344,467 | 7,164 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $947,680 | 5,895 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,084,502 | 6,530 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,007,600 | 5,851 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $867,579 | 5,133 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $701,316 | 4,620 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $627,368 | 4,009 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $680,107 | 4,768 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $375,728 | 3,478 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $439,516 | 3,806 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $275,782 | 2,463 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $328,826 | 2,799 | Shares | Sole | 2023-01-20 | |
| 2021-12-31 | $254,833 | 1,595 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||