Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,933
+$2,457 QoQ
Shares Held
31
+29.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,278
of 1,353 holders
Holding Since
Mar 2025
6 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, 2026Rialto Wealth Management, LLC holds $51,734 across 13 REIT - Retail names. SPG ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
381 | $17,727 | |
| 2 | KIM |
Kimco Realty Corp
|
286 | $7,250 | |
| 3 | SPG |
Simon Property Group Inc.
This page
|
31 | $6,933 | |
| 4 | ADC |
Agree Realty Corp
|
43 | $3,256 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
91 | $2,869 | |
| 6 | REG |
Regency Centers Corp
|
35 | $2,790 | |
| 7 | FRT |
Federal Realty Investment Trust
|
22 | $2,715 | |
| 8 | O |
Realty Income Corp
|
42 | $2,602 |
All Filings in SPG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,933 | 31 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,476 | 24 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,036 | 11 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,815 | 15 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,286 | 8 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $498 | 3 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||