DIVERSIFY WEALTH MANAGEMENT, LLC

Position in SPG — Simon Property Group Inc.

CIK 2030780 SANDY, UT

Position in SPG

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

Position Value

$1,171,926

-$967,386 QoQ

Shares Held

5,240

-54.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#590

of 1,353 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $7,664,106 across 4 REIT - Retail names. SPG ranks #2 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	85,209	$5,279,549
2	SPG	Simon Property Group Inc. This page	5,240	$1,171,926
3	PECO	Phillips Edison & Company, Inc.	24,371	$1,014,321
4	IVT	InvenTrust Properties Corp.	5,602	$198,310

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,171,926	5,240	-54.3%	Shares	Sole	2026-07-30
2026-03-31	$2,139,312	11,469	+244.2%	Shares	Sole	2026-05-01
2025-12-31	$616,786	3,332	+3.7%	Shares	Sole	2026-02-03
2025-09-30	$603,171	3,214	+5.5%	Shares	Sole	2025-11-12
2025-06-30	$489,674	3,046	-5.9%	Shares	Sole	2025-08-14
2025-03-31	$537,434	3,236	+6.6%	Shares	Sole	2025-05-01
2024-12-31	$522,657	3,035	+2.5%	Shares	Sole	2025-01-16
2024-09-30	$500,468	2,961	+3.0%	Shares	Sole	2024-10-25
2024-06-30	$436,273	2,874	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.