Meadowbrook Wealth Management, LLC
Position in SPG — Simon Property Group Inc.
CIK 2090468
GARDEN CITY, NY
Position in SPG
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,589,033
+$591,098 QoQ
Shares Held
7,105
+32.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#538
of 1,353 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Meadowbrook Wealth Management, LLC holds $1,998,154 across 2 REIT - Retail names. SPG ranks #1 (79.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
7,105 | $1,589,033 | |
| 2 | O |
Realty Income Corp
|
6,603 | $409,121 |
All Filings in SPG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,589,033 | 7,105 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $997,935 | 5,350 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $990,338 | 5,350 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,045,321 | 5,570 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||