New Insight Wealth Advisors

Position in SPG — Simon Property Group Inc.

CIK 2022328 SAN RAMON, CA

Position in SPG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,583,991

+$269,726 QoQ

Shares Held

16,025

-9.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

3.38%

of 13F equity value

Holder Rank

#393

of 1,353 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Real Estate · as of Jun 30, 2026

New Insight Wealth Advisors holds $10,144,987 across 4 REIT - Retail names. SPG ranks #2 (35.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FRT	Federal Realty Investment Trust	33,641	$4,152,645
2	SPG	Simon Property Group Inc. This page	16,025	$3,583,991
3	O	Realty Income Corp	35,602	$2,205,899
4	NNN	Nnn REIT, Inc.	4,351	$202,452

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,583,991	16,025	-9.8%	Shares	Sole	2026-07-28
2026-03-31	$3,314,265	17,768	-9.0%	Shares	Sole	2026-05-08
2025-12-31	$3,613,902	19,523	-16.0%	Shares	Sole	2026-02-17
2025-09-30	$4,364,265	23,255	-21.3%	Shares	Sole	2025-10-29
2025-06-30	$4,751,744	29,558	-11.9%	Shares	Sole	2025-07-16
2025-03-31	$5,571,984	33,550	+0.2%	Shares	Sole	2025-04-30
2024-12-31	$5,764,557	33,474	-9.4%	Shares	Sole	2025-02-07
2024-09-30	$6,242,753	36,935	-16.2%	Shares	Sole	2024-11-13
2024-06-30	$6,688,763	44,063	-12.3%	Shares	Sole	2024-08-15
2024-03-31	$7,858,301	50,216	-5.1%	Shares	Sole	2024-05-08
2023-12-31	$7,550,363	52,933	—	Shares	Sole	2024-05-08
No filing history on record for this holder in this stock.