Position in SPG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$457,811
+$75,985 QoQ
Shares Held
2,047
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#809
of 1,353 holders
Holding Since
Sep 2025
4 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, 2026BIRCH FINANCIAL GROUP, LLC holds $457,811 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
|
2,047 | $457,811 |
All Filings in SPG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,811 | 2,047 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $381,826 | 2,047 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $377,994 | 2,042 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $383,034 | 2,041 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||