Clark Wealth Partners

Position in SPG — Simon Property Group Inc.

CIK 2107657 O'FALLON, IL

Position in SPG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,473

+$743 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,307

of 1,353 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Clark Wealth Partners holds $59,574 across 5 REIT - Retail names. SPG ranks #2 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	849	$52,604
2	SPG	Simon Property Group Inc. This page	20	$4,473
3	FRT	Federal Realty Investment Trust	7	$864
4	KIM	Kimco Realty Corp	33	$836
5	REG	Regency Centers Corp	10	$797

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,473	20	0.0%	Shares	Sole	2026-07-28
2026-03-31	$3,730	20	+33.3%	Shares	Sole	2026-05-12
2025-12-31	$2,776	15	0.0%	Shares	Sole	2026-02-04
2025-09-30	$2,815	15	0.0%	Shares	Sole	2026-02-04
2025-06-30	$2,411	15	-6.2%	Shares	Sole	2026-02-04
2025-03-31	$2,657	16	-5.9%	Shares	Sole	2026-02-04
2024-12-31	$2,927	17	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.