Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,043,103
+$181,708 QoQ
Shares Held
4,664
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#613
of 1,353 holders
Holding Since
Jun 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, 2026Veridan Wealth LLC holds $1,043,103 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
4,664 | $1,043,103 |
All Filings in SPG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,043,103 | 4,664 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $861,395 | 4,618 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $844,656 | 4,563 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $846,391 | 4,510 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $794,526 | 4,784 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $813,175 | 4,722 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $676,876 | 4,459 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||