Position in SPG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$409,060
+$110,848 QoQ
Shares Held
2,193
+36.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Gibbs Wealth Management holds $670,053 across 2 REIT - Retail names. SPG ranks #1 (61.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
2,193 | $409,060 | |
| 2 | O |
Realty Income Corp
|
4,266 | $260,993 |
All Filings in SPG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $409,060 | 2,193 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $298,212 | 1,611 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $313,784 | 1,672 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $293,226 | 1,824 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $276,689 | 1,666 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||