Wealth Preservation Advisors, LLC
Position in SPG — Simon Property Group Inc.
CIK 1968434
CHATTANOOGA, TN
Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,789,647
+$670,094 QoQ
Shares Held
8,002
+33.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#518
of 1,353 holders
Holding Since
Mar 2025
6 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, 2026Wealth Preservation Advisors, LLC holds $1,789,647 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
|
8,002 | $1,789,647 |
All Filings in SPG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,789,647 | 8,002 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,119,553 | 6,002 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,481,250 | 8,002 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $1,501,735 | 8,002 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,286,401 | 8,002 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,328,972 | 8,002 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||