Premier Path Wealth Partners, LLC
Position in SPG — Simon Property Group Inc.
CIK 1999925
MADISON, NJ
Position in SPG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$939,553
+$200,895 QoQ
Shares Held
4,201
+6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#639
of 1,358 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, 2026Premier Path Wealth Partners, LLC holds $1,355,800 across 2 REIT - Retail names. SPG ranks #1 (69.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
4,201 | $939,553 | |
| 2 | O |
Realty Income Corp
|
6,718 | $416,247 |
All Filings in SPG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,553 | 4,201 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $738,658 | 3,960 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $637,333 | 3,443 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $608,989 | 3,245 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $519,576 | 3,232 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $587,092 | 3,535 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $609,451 | 3,539 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,889,136 | 11,177 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,675,264 | 11,036 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,665,523 | 10,643 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,502,997 | 10,537 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||