SAGESPRING WEALTH PARTNERS, LLC

Position in SPG — Simon Property Group Inc.

CIK 2056425 FRANKLIN, TN

Position in SPG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,111,764

+$311,924 QoQ

Shares Held

4,971

+15.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#606

of 1,358 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

SAGESPRING WEALTH PARTNERS, LLC holds $4,380,227 across 5 REIT - Retail names. SPG ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	39,240	$2,431,310
2	SPG	Simon Property Group Inc. This page	4,971	$1,111,764
3	BRX	Brixmor Property Group Inc.	10,750	$338,947
4	KIM	Kimco Realty Corp	10,358	$262,575
5	REG	Regency Centers Corp	2,955	$235,631

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,111,764	4,971	+15.9%	Shares	Sole	2026-08-03
2026-03-31	$799,840	4,288	+8.4%	Shares	Sole	2026-05-07
2025-12-31	$732,110	3,955	+14.1%	Shares	Sole	2026-01-07
2025-09-30	$650,276	3,465	+10.8%	Shares	Sole	2025-10-31
2025-06-30	$502,696	3,127	+1.1%	Shares	Sole	2025-07-28
2025-03-31	$513,685	3,093	+23.5%	Shares	Sole	2025-04-17
2024-12-31	$431,213	2,504	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.