Position in SPG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$657,976
+$143,714 QoQ
Shares Held
2,942
+6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#721
of 1,353 holders
Holding Since
Dec 2021
17 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 Jun 30, 2026Ascent Group, LLC holds $1,649,411 across 3 REIT - Retail names. SPG ranks #2 (39.9% of the industry book) .
All Filings in SPG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $657,976 | 2,942 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $514,262 | 2,757 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $502,386 | 2,714 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $459,226 | 2,447 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $396,915 | 2,469 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $552,047 | 3,324 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $461,005 | 2,677 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $385,703 | 2,282 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $295,706 | 1,948 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $273,701 | 1,749 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $653,039 | 5,655 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $581,236 | 5,191 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $635,801 | 5,412 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $476,752 | 5,312 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $843,743 | 8,889 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,714,358 | 13,031 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $826,170 | 5,171 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||