Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$112,272
+$19,381 QoQ
Shares Held
502
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,120
of 1,353 holders
Holding Since
Dec 2025
3 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, 2026Basepoint Wealth LLC holds $113,506 across 2 REIT - Retail names. SPG ranks #1 (98.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
502 | $112,272 | |
| 2 | FRT |
Federal Realty Investment Trust
|
10 | $1,234 |
All Filings in SPG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,272 | 502 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $92,891 | 498 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $91,074 | 492 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||