Mowery & Schoenfeld Wealth Management, LLC
Position in SPG — Simon Property Group Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in SPG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$104,891
+$17,409 QoQ
Shares Held
469
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,122
of 1,353 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $117,283 across 2 REIT - Retail names. SPG ranks #1 (89.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
469 | $104,891 | |
| 2 | O |
Realty Income Corp
|
200 | $12,392 |
All Filings in SPG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,891 | 469 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $87,482 | 469 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $86,816 | 469 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $88,017 | 469 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $75,396 | 469 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $77,891 | 469 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $82,144 | 477 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $70,650 | 418 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $63,452 | 418 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $65,412 | 418 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||