Position in SPG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$315,570
+$54,802 QoQ
Shares Held
1,411
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#921
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, 20264WEALTH ADVISORS, INC. holds $315,570 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
|
1,411 | $315,570 |
All Filings in SPG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,570 | 1,411 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $260,768 | 1,398 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $376,328 | 2,033 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $372,900 | 1,987 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $296,923 | 1,847 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $309,407 | 1,863 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $330,987 | 1,922 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||