BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in SPG — Simon Property Group Inc.
CIK 2010186
CINCINNATI, OH
Position in SPG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,406
+$5,624 QoQ
Shares Held
51
+64.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,258
of 1,353 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $1,265,406 across 10 REIT - Retail names. SPG ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAC |
Macerich Co
|
20,000 | $503,800 | |
| 2 | NNN |
Nnn REIT, Inc.
|
7,200 | $335,016 | |
| 3 | BRX |
Brixmor Property Group Inc.
|
7,800 | $245,934 | |
| 4 | O |
Realty Income Corp
|
1,381 | $85,566 | |
| 5 | FRT |
Federal Realty Investment Trust
|
527 | $65,052 | |
| 6 | SPG |
Simon Property Group Inc.
This page
|
51 | $11,406 | |
| 7 | AKR |
Acadia Realty Trust
|
468 | $9,785 | |
| 8 | KRG |
Kite Realty Group Trust
|
225 | $6,385 |
All Filings in SPG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,406 | 51 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,782 | 31 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $17,215 | 93 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $24,772 | 132 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $17,201 | 107 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $17,936 | 108 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $18,426 | 107 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $24,507 | 145 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $22,011 | 145 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $16,744 | 107 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $15,262 | 107 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,559 | 107 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $12,356 | 107 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $23,177 | 207 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $24,318 | 207 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $18,578 | 207 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $23,540 | 248 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $27,232 | 207 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $26,903 | 207 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $29,488 | 226 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $25,712 | 226 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $32,065 | 376 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $23,090 | 357 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $92,791 | 1,357 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $132,706 | 2,419 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||