Modern Wealth Management, LLC

Position in SPG — Simon Property Group Inc.

CIK 2001900 KANSAS CITY, MO

Position in SPG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,168,834

+$905,493 QoQ

Shares Held

18,640

+6.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#377

of 1,353 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

Modern Wealth Management, LLC holds $9,546,546 across 4 REIT - Retail names. SPG ranks #1 (43.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	18,640	$4,168,834
2	PECO	Phillips Edison & Company, Inc.	96,847	$4,030,771
3	O	Realty Income Corp	16,821	$1,042,227
4	KRG	Kite Realty Group Trust	10,737	$304,714

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,168,834	18,640	+6.5%	Shares	Other	2026-08-14
2026-03-31	$3,263,341	17,495	-8.3%	Shares	Other	2026-05-14
2025-12-31	$3,532,822	19,085	-2.6%	Shares	Sole	2026-02-17
2025-09-30	$3,677,767	19,597	-38.0%	Shares	Sole	2025-11-12
2025-06-30	$5,082,586	31,616	+7.1%	Shares	Sole	2025-11-12
2025-03-31	$4,900,687	29,508	+5.5%	Shares	Other	2025-06-02
2024-12-31	$4,818,607	27,981	—	Shares	Other	2025-05-30
No filing history on record for this holder in this stock.