Position in SPG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$620,628
+$121,661 QoQ
Shares Held
2,775
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#734
of 1,353 holders
Holding Since
Dec 2023
10 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, 2026Lantern Wealth Advisors, LLC holds $620,628 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
|
2,775 | $620,628 |
All Filings in SPG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,628 | 2,775 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $498,967 | 2,675 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $513,680 | 2,775 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $520,784 | 2,775 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $446,109 | 2,775 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $477,882 | 2,775 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $469,030 | 2,775 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $436,425 | 2,875 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $535,665 | 3,423 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $487,258 | 3,416 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||