New England Capital Financial Advisors LLC
Position in SPG — Simon Property Group Inc.
CIK 1964652
MERIDEN, CT
Position in SPG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$41,598
+$7,277 QoQ
Shares Held
186
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,177
of 1,353 holders
Holding Since
Dec 2022
13 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, 2026New England Capital Financial Advisors LLC holds $81,174 across 3 REIT - Retail names. SPG ranks #1 (51.2% of the industry book) .
All Filings in SPG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,598 | 186 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $34,321 | 184 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $33,690 | 182 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $33,780 | 180 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $28,615 | 178 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $29,064 | 175 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $29,792 | 173 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $31,298 | 200 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $28,528 | 200 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $21,606 | 200 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $23,096 | 200 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $22,394 | 200 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $23,496 | 200 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||