Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$329,436
+$74,263 QoQ
Shares Held
1,473
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#907
of 1,353 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026XXI WEALTH, LLC holds $1,070,105 across 2 REIT - Retail names. SPG ranks #2 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
11,954 | $740,669 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
1,473 | $329,436 |
All Filings in SPG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,436 | 1,473 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $255,173 | 1,368 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $256,007 | 1,383 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||