Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$653,505
+$68,174 QoQ
Shares Held
2,922
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#723
of 1,353 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, 2026TRITONPOINT WEALTH, LLC holds $653,505 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
2,922 | $653,505 |
All Filings in SPG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,505 | 2,922 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $585,331 | 3,138 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $765,059 | 4,133 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $882,612 | 4,703 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $588,703 | 3,662 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $642,397 | 3,868 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $655,947 | 3,809 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $642,614 | 3,802 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $565,303 | 3,724 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $563,051 | 3,598 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $542,602 | 3,804 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||