ELEVATION WEALTH PARTNERS, LLC

Position in SPG — Simon Property Group Inc.

CIK 1976256 WALNUT CREEK, CA

Position in SPG

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$384,454

+$64,369 QoQ

Shares Held

1,719

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#861

of 1,353 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $525,157 across 8 REIT - Retail names. SPG ranks #1 (73.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	1,719	$384,454
2	NNN	Nnn REIT, Inc.	1,090	$50,717
3	REG	Regency Centers Corp	481	$38,354
4	FRT	Federal Realty Investment Trust	181	$22,342
5	KIM	Kimco Realty Corp	600	$15,210
6	ADC	Agree Realty Corp	158	$11,966
7	O	Realty Income Corp	26	$1,610
8	BRX	Brixmor Property Group Inc.	16	$504

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$384,454	1,719	+0.2%	Shares	Sole	2026-07-08
2026-03-31	$320,085	1,716	-7.3%	Shares	Sole	2026-04-14
2025-12-31	$342,823	1,852	+0.3%	Shares	Sole	2026-01-09
2025-09-30	$346,626	1,847	+1.5%	Shares	Sole	2025-10-14
2025-06-30	$292,422	1,819	0.0%	Shares	Sole	2025-07-08
2025-03-31	$302,099	1,819	0.0%	Shares	Sole	2025-04-09
2024-12-31	$313,249	1,819	-9.9%	Shares	Sole	2025-01-29
2024-09-30	$341,251	2,019	0.0%	Shares	Sole	2024-10-04
2024-06-30	$306,484	2,019	0.0%	Shares	Sole	2024-07-09
2024-03-31	$315,953	2,019	0.0%	Shares	Sole	2024-04-19
2023-12-31	$287,990	2,019	+297.4%	Shares	Sole	2024-01-17
2023-03-31	$56,880	508	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.