SageView Advisory Group, LLC
Position in SPG — Simon Property Group Inc.
CIK 1914558
NEWPORT BEACH, CA
Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$356,721
+$45,403 QoQ
Shares Held
1,595
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#883
of 1,353 holders
Holding Since
Mar 2023
13 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, 2026SageView Advisory Group, LLC holds $356,721 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,595 | $356,721 |
All Filings in SPG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,721 | 1,595 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $311,318 | 1,669 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $362,445 | 1,958 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $409,871 | 2,184 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $334,380 | 2,080 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $333,654 | 2,009 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $340,803 | 1,979 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $303,221 | 1,794 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $297,831 | 1,962 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $267,592 | 1,876 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $389,016 | 3,601 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $433,396 | 3,753 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $399,956 | 3,572 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||