Aventura Private Wealth, LLC

Position in SPG — Simon Property Group Inc.

CIK 2074418 AVENTURA, FL

Position in SPG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$47,637

+$7,907 QoQ

Shares Held

213

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,165

of 1,353 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $79,631 across 4 REIT - Retail names. SPG ranks #1 (59.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	213	$47,637
2	O	Realty Income Corp	431	$26,704
3	BRX	Brixmor Property Group Inc.	167	$5,265
4	MAC	Macerich Co	1	$25

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,637	213	0.0%	Shares	Sole	2026-07-15
2026-03-31	$39,730	213	-31.9%	Shares	Sole	2026-05-06
2025-12-31	$57,939	313	-2.8%	Shares	Sole	2026-01-07
2025-09-30	$60,429	322	+24.8%	Shares	Sole	2026-01-07
2025-06-30	$41,476	258	-89.0%	Shares	Sole	2026-01-07
2025-03-31	$389,789	2,347	+3510.8%	Shares	Sole	2026-01-07
2024-12-31	$11,193	65	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.