Provenance Wealth Advisors, LLC
Position in SPG — Simon Property Group Inc.
CIK 2081584
FORT LAUDERDALE, FL
Position in SPG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$894
-$15,714 QoQ
Shares Held
4
-96.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,342
of 1,358 holders
Holding Since
Dec 2023
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, 2026Provenance Wealth Advisors, LLC holds $3,142 across 4 REIT - Retail names. SPG ranks #2 (28.5% of the industry book) .
All Filings in SPG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $894 | 4 | Shares | Sole | 2026-07-24 | |
| 2025-03-31 | $16,608 | 100 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $17,221 | 100 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $16,902 | 100 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $15,180 | 100 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $15,649 | 100 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $14,264 | 100 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||