Ascentis Wealth Management, LLC

Position in SPG — Simon Property Group Inc.

CIK 2032602 DALLAS, TX

Position in SPG

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

Position Value

$693,744

+$146,839 QoQ

Shares Held

3,102

+5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#704

of 1,353 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $2,075,071 across 4 REIT - Retail names. SPG ranks #1 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	3,102	$693,744
2	O	Realty Income Corp	11,168	$691,938
3	FRT	Federal Realty Investment Trust	5,138	$634,205
4	NNN	Nnn REIT, Inc.	1,186	$55,184

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$693,744	3,102	+5.8%	Shares	Sole	2026-07-30
2026-03-31	$546,905	2,932	-0.3%	Shares	Sole	2026-04-28
2025-12-31	$544,389	2,941	+0.1%	Shares	Sole	2026-01-14
2025-09-30	$551,546	2,939	-1.2%	Shares	Sole	2025-10-24
2025-06-30	$478,241	2,975	+4.2%	Shares	Sole	2025-07-16
2025-03-31	$473,973	2,854	—	Shares	Sole	2025-04-21
No filing history on record for this holder in this stock.