Position in SPG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,413,345
+$539,292 QoQ
Shares Held
15,262
-0.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#407
of 1,358 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Lodestone Wealth Management LLC holds $6,490,862 across 4 REIT - Retail names. SPG ranks #1 (52.6% of the industry book) .
All Filings in SPG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,413,345 | 15,262 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,874,053 | 15,408 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,850,138 | 15,397 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,919,206 | 15,555 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4,951,890 | 30,803 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,622,070 | 15,788 | Shares | Other | 2025-04-28 | |
| 2024-12-31 | $3,329,679 | 19,335 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $3,313,298 | 19,603 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $2,992,585 | 19,714 | Shares | Other | 2024-07-16 | |
| 2024-03-31 | $3,099,127 | 19,804 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,824,556 | 19,802 | Shares | Other | 2024-01-25 | |
| 2023-09-30 | $2,090,164 | 19,348 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,429,468 | 21,038 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,944,022 | 17,362 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,042,858 | 17,389 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||