Atlantic Edge Private Wealth Management, LLC
Position in SPG — Simon Property Group Inc.
CIK 2011145
JACKSONVILLE, FL
Position in SPG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$83,868
+$13,920 QoQ
Shares Held
375
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,130
of 1,353 holders
Holding Since
Dec 2023
11 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, 2026Atlantic Edge Private Wealth Management, LLC holds $208,856 across 3 REIT - Retail names. SPG ranks #2 (40.2% of the industry book) .
All Filings in SPG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,868 | 375 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $69,948 | 375 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $69,416 | 375 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $70,376 | 375 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $60,285 | 375 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $87,192 | 525 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $167,904 | 975 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $228,177 | 1,350 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $204,930 | 1,350 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $211,261 | 1,350 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $192,564 | 1,350 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||