Position in SPG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$431,420
+$81,117 QoQ
Shares Held
1,929
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#823
of 1,353 holders
Holding Since
Mar 2024
10 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, 2026Quotient Wealth Partners, LLC holds $649,519 across 2 REIT - Retail names. SPG ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,929 | $431,420 | |
| 2 | O |
Realty Income Corp
|
3,520 | $218,099 |
All Filings in SPG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,420 | 1,929 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $350,303 | 1,878 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $332,642 | 1,797 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $338,932 | 1,806 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $289,207 | 1,799 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $318,375 | 1,917 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $311,011 | 1,806 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $289,193 | 1,711 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $259,426 | 1,709 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $241,151 | 1,541 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||