Position in SPG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$363,878
+$62,819 QoQ
Shares Held
1,627
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#882
of 1,359 holders
Holding Since
Sep 2022
13 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, 2026Icon Wealth Advisors, LLC holds $363,878 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
|
1,627 | $363,878 |
All Filings in SPG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,878 | 1,627 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $301,059 | 1,614 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $295,805 | 1,598 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $297,269 | 1,584 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $292,583 | 1,820 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $284,162 | 1,711 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $286,040 | 1,661 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $278,206 | 1,646 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $217,377 | 1,432 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $250,696 | 1,602 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $227,796 | 1,597 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $2,140,368 | 18,219 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,713,591 | 30,235 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||