Position in SPG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$67,150
+$3,473 QoQ
Shares Held
360
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Root Financial Partners, LLC holds $283,219 across 1 REIT - Retail name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
4,571 | $283,219 |
All Filings in SPG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,150 | 360 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $63,677 | 344 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $62,681 | 334 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||