HIGHLINE WEALTH PARTNERS LLC
Position in SPG — Simon Property Group Inc.
CIK 2042654
SHERMAN OAKS, CA
Position in SPG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$32,876
+$18,514 QoQ
Shares Held
147
+90.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,195
of 1,358 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026HIGHLINE WEALTH PARTNERS LLC holds $209,245 across 8 REIT - Retail names. SPG ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
|
2,535 | $105,506 | |
| 2 | FRT |
Federal Realty Investment Trust
|
285 | $35,180 | |
| 3 | SPG |
Simon Property Group Inc.
This page
|
147 | $32,876 | |
| 4 | O |
Realty Income Corp
|
403 | $24,969 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
253 | $7,977 | |
| 6 | REG |
Regency Centers Corp
|
15 | $1,196 | |
| 7 | ADC |
Agree Realty Corp
|
14 | $1,060 | |
| 8 | KIM |
Kimco Realty Corp
|
19 | $481 |
All Filings in SPG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,876 | 147 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $14,362 | 77 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $6,108 | 33 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $913,202 | 4,866 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $782,097 | 4,865 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $811,799 | 4,888 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $840,212 | 4,879 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $822,282 | 4,865 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $737,748 | 4,860 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $757,568 | 4,841 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $690,662 | 4,842 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $523,081 | 4,842 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $559,154 | 4,842 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $542,158 | 4,842 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $568,720 | 4,841 | Shares | Sole | 2024-10-29 | |
| 2022-09-30 | $434,479 | 4,841 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||