Position in SPG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$244,167
-$2,214 QoQ
Shares Held
1,309
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Leo Wealth, LLC holds $900,246 across 3 REIT - Retail names. SPG ranks #3 (27.1% of the industry book) .
All Filings in SPG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $244,167 | 1,309 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $246,381 | 1,331 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $220,324 | 1,174 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $226,189 | 1,407 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $244,193 | 1,418 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $275,164 | 1,628 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $259,122 | 1,707 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $284,811 | 1,820 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $236,925 | 1,661 | Shares | Sole | 2024-03-14 | |
| No filing history on record for this holder in this stock. | ||||||