Position in SPG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$276,207
-$38,096 QoQ
Shares Held
1,235
-26.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#966
of 1,353 holders
Holding Since
Mar 2026
2 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, 2026Evernest Financial Advisors, LLC holds $276,207 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
|
1,235 | $276,207 |
All Filings in SPG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,207 | 1,235 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $314,303 | 1,685 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||