Position in SPG
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$42,940
+$11,044 QoQ
Shares Held
192
+12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,175
of 1,353 holders
Holding Since
Dec 2023
10 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, 2026Dogwood Wealth Management LLC holds $97,999 across 7 REIT - Retail names. SPG ranks #1 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
192 | $42,940 | |
| 2 | REG |
Regency Centers Corp
|
207 | $16,506 | |
| 3 | O |
Realty Income Corp
|
246 | $15,242 | |
| 4 | FRT |
Federal Realty Investment Trust
|
117 | $14,442 | |
| 5 | KIM |
Kimco Realty Corp
|
236 | $5,982 | |
| 6 | NNN |
Nnn REIT, Inc.
|
37 | $1,721 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
37 | $1,166 |
All Filings in SPG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,940 | 192 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $31,896 | 171 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $24,064 | 130 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $21,394 | 114 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,520 | 53 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,321 | 20 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $5 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $5 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $5 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $6 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||