Position in SPG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,061,828
+$323,183 QoQ
Shares Held
9,219
-1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#488
of 1,353 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Moran Wealth Management, LLC holds $7,388,299 across 6 REIT - Retail names. SPG ranks #1 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
9,219 | $2,061,828 | |
| 2 | IVT |
InvenTrust Properties Corp.
|
36,242 | $1,282,966 | |
| 3 | REG |
Regency Centers Corp
|
15,217 | $1,213,402 | |
| 4 | ADC |
Agree Realty Corp
|
14,229 | $1,077,704 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
35,444 | $1,058,003 | |
| 6 | CURB |
Curbline Properties Corp.
|
22,842 | $694,396 |
All Filings in SPG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,061,828 | 9,219 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,738,645 | 9,321 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,438,639 | 13,174 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $2,419,441 | 12,892 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,107,080 | 13,107 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $2,183,121 | 13,145 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $2,283,676 | 13,261 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,266,051 | 13,407 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,033,209 | 13,394 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,162,535 | 13,819 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,543,792 | 10,823 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||