Position in SPG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$894,823
+$170,901 QoQ
Shares Held
4,001
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#643
of 1,353 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Alteri Wealth LLC holds $1,391,308 across 2 REIT - Retail names. SPG ranks #1 (64.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
4,001 | $894,823 | |
| 2 | O |
Realty Income Corp
|
8,013 | $496,485 |
All Filings in SPG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $894,823 | 4,001 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $723,922 | 3,881 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $714,709 | 3,861 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $679,365 | 3,620 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $541,600 | 3,369 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $441,274 | 2,657 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $378,173 | 2,196 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||