Position in SPG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,415,359
+$566,860 QoQ
Shares Held
15,271
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.61%
of 13F equity value
Holder Rank
#403
of 1,353 holders
Holding Since
Dec 2025
3 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, 2026Braeburn Wealth Management LLC holds $3,415,359 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
|
15,271 | $3,415,359 |
All Filings in SPG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,415,359 | 15,271 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,848,499 | 15,271 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,826,814 | 15,271 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||