Position in SPG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$636,731
-$48,016 QoQ
Shares Held
2,847
-30.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#731
of 1,358 holders
Holding Since
Jun 2023
9 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, 2026Impact Partnership Wealth, LLC holds $940,932 across 2 REIT - Retail names. SPG ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
2,847 | $636,731 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
9,648 | $304,201 |
All Filings in SPG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $636,731 | 2,847 | Shares | Sole | 2026-07-29 | |
| 2025-03-31 | $684,747 | 4,123 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $845,206 | 4,908 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $825,155 | 4,882 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $741,239 | 4,883 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $59,309 | 379 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $813,333 | 5,702 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $479,421 | 4,438 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $576,693 | 4,994 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||