Modern Wealth Management, LLC

Position in SPG — Simon Property Group Inc.

CIK 2001900 KANSAS CITY, MO

Position in SPG

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$3,263,341

-$269,481 QoQ

Shares Held

17,495

-8.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0.0057159188339525584.ToString("F0")% Shared 0.ToString("F0")% None 99.99428408116606.ToString("F0")%

Real Estate · as of Mar 31, 2026

Modern Wealth Management, LLC holds $8,364,117 across 5 REIT - Retail names. SPG ranks #2 (39.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PECO	Phillips Edison & Company, Inc.	100,324	$3,754,123
2	SPG	Simon Property Group Inc. This page	17,495	$3,263,341
3	O	Realty Income Corp	16,203	$991,296
4	KRG	Kite Realty Group Trust	10,614	$260,572
5	SITC	SITE Centers Corp.	17,553	$94,785

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	+12.0%	Shares	Sole	2025-11-12
2025-03-31	$4,690,098	28,240	-0.8%	Shares	Other	2025-05-15
2024-12-31	$4,902,302	28,467	—	Shares	Sole	2025-02-11
No filing history on record for this holder in this stock.