Position in SPG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,633,986
+$308,505 QoQ
Shares Held
7,306
+2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#533
of 1,353 holders
Holding Since
Dec 2023
11 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, 2026Portside Wealth Group, LLC holds $2,206,434 across 2 REIT - Retail names. SPG ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
7,306 | $1,633,986 | |
| 2 | O |
Realty Income Corp
|
9,239 | $572,448 |
All Filings in SPG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,633,986 | 7,306 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,325,481 | 7,106 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,283,922 | 6,936 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,188,701 | 6,334 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $985,779 | 6,132 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $955,956 | 5,756 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $763,751 | 4,435 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $701,939 | 4,153 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $528,264 | 3,480 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $566,963 | 3,623 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $505,088 | 3,541 | Shares | Other | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||