Clientfirst Wealth Management, LLC
Position in SPG — Simon Property Group Inc.
CIK 1915494
LITTLE ROCK, AR
Position in SPG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$356,274
+$59,132 QoQ
Shares Held
1,593
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#887
of 1,358 holders
Holding Since
Dec 2021
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 Jun 30, 2026Clientfirst Wealth Management, LLC holds $356,274 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
|
1,593 | $356,274 |
All Filings in SPG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,274 | 1,593 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $297,142 | 1,593 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $294,880 | 1,593 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $298,958 | 1,593 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $256,090 | 1,593 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $264,565 | 1,593 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $274,330 | 1,593 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $209,575 | 1,593 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $254,513 | 1,593 | Shares | Sole | 2022-04-01 | |
| No filing history on record for this holder in this stock. | ||||||