Retirement Wealth Solutions LLC

Pension

Position in SPG — Simon Property Group Inc.

CIK 2044741 MARSHFIELD, WI

Position in SPG

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$5,143

+$853 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,297

of 1,353 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Retirement Wealth Solutions LLC holds $10,015 across 5 REIT - Retail names. SPG ranks #1 (51.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	23	$5,143
2	O	Realty Income Corp	53	$3,283
3	ADC	Agree Realty Corp	16	$1,211
4	BRX	Brixmor Property Group Inc.	12	$378
5	KIM	Kimco Realty Corp	0	$0

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,143	23	0.0%	Shares	Sole	2026-07-07
2026-03-31	$4,290	23	+35.3%	Shares	Sole	2026-04-07
2025-12-31	$3,146	17	+6.2%	Shares	Sole	2026-01-07
2025-09-30	$3,002	16	—	Shares	Sole	2025-10-08
2025-06-30	$68	0	—	Shares	Sole	2025-07-07
2025-03-31	$70	0	—	Shares	Sole	2025-04-08
2024-12-31	$71	0	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.