Position in SPG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$41,151
+$6,830 QoQ
Shares Held
184
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,182
of 1,358 holders
Holding Since
Jun 2025
5 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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $84,089 across 2 REIT - Retail names. SPG ranks #2 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
693 | $42,938 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
184 | $41,151 |
All Filings in SPG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,151 | 184 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $34,321 | 184 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $34,060 | 184 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $34,531 | 184 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $29,579 | 184 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||