JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Position in SPG — Simon Property Group Inc.
CIK 2006637
MILTON, GA
Position in SPG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$7,333,036
+$1,667,001 QoQ
Shares Held
32,788
+7.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#311
of 1,353 holders
Holding Since
Sep 2023
12 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $9,376,724 across 2 REIT - Retail names. SPG ranks #1 (78.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
32,788 | $7,333,036 | |
| 2 | O |
Realty Income Corp
|
32,984 | $2,043,688 |
All Filings in SPG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,333,036 | 32,788 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,666,035 | 30,376 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,536,825 | 29,911 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $5,453,877 | 29,061 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,378,459 | 27,236 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,367,470 | 14,255 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,303,653 | 13,377 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,842,148 | 10,899 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,283,165 | 8,453 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,213,423 | 7,754 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $808,055 | 5,665 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $543,823 | 5,034 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||