Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$948,052
+$322,617 QoQ
Shares Held
4,239
+26.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#630
of 1,353 holders
Holding Since
Jun 2024
8 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, 2026Triad Wealth Partners, LLC holds $1,377,930 across 2 REIT - Retail names. SPG ranks #1 (68.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
4,239 | $948,052 | |
| 2 | O |
Realty Income Corp
|
6,938 | $429,878 |
All Filings in SPG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948,052 | 4,239 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $625,435 | 3,353 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $584,947 | 3,160 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $516,092 | 2,750 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $247,248 | 1,538 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $219,059 | 1,319 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $241,094 | 1,400 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $138,441 | 912 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||