Position in SPG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$566,952
+$94,099 QoQ
Shares Held
2,535
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#753
of 1,353 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $3,645,930 across 2 REIT - Retail names. SPG ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
49,693 | $3,078,978 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
2,535 | $566,952 |
All Filings in SPG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,952 | 2,535 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $472,853 | 2,535 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $469,253 | 2,535 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $475,743 | 2,535 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $407,526 | 2,535 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $421,012 | 2,535 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $436,552 | 2,535 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||