Position in SPG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,621,748
+$11,199,818 QoQ
Shares Held
51,964
+2197.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#245
of 1,353 holders
Holding Since
Mar 2024
6 quarters on record
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Simplicity Wealth,LLC holds $14,459,519 across 3 REIT - Retail names. SPG ranks #1 (80.4% of the industry book) .
All Filings in SPG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,621,748 | 51,964 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $421,930 | 2,262 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $421,680 | 2,278 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $339,119 | 1,807 | Shares | Sole | 2025-10-30 | |
| 2024-06-30 | $926,587 | 6,104 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $938,470 | 5,997 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||