Position in SPG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$216,045
+$11,642 QoQ
Shares Held
966
-32.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,063
of 1,353 holders
Holding Since
Dec 2023
2 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, 2026Aerodigm Wealth, LLC holds $216,045 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
|
966 | $216,045 |
All Filings in SPG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,045 | 966 | Shares | Other | 2026-08-04 | |
| 2023-12-31 | $204,403 | 1,433 | Shares | Other | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||