Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$236,845
+$6,256 QoQ
Shares Held
1,059
-20.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,024
of 1,353 holders
Holding Since
Sep 2024
3 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, 2026Balboa Wealth Partners holds $236,845 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
|
1,059 | $236,845 |
All Filings in SPG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,845 | 1,059 | Shares | Sole | 2026-08-10 | |
| 2024-12-31 | $230,589 | 1,339 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $205,866 | 1,218 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||