Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$276,431
+$45,880 QoQ
Shares Held
1,236
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#964
of 1,352 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, 2026Basecamp Wealth Advisors LLC holds $442,893 across 12 REIT - Retail names. SPG ranks #1 (62.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,236 | $276,431 | |
| 2 | O |
Realty Income Corp
|
884 | $54,772 | |
| 3 | KIM |
Kimco Realty Corp
|
1,300 | $32,955 | |
| 4 | REG |
Regency Centers Corp
|
337 | $26,872 | |
| 5 | KRG |
Kite Realty Group Trust
|
715 | $20,291 | |
| 6 | FRT |
Federal Realty Investment Trust
|
117 | $14,442 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
254 | $7,581 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
146 | $3,584 |
All Filings in SPG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,431 | 1,236 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $230,551 | 1,236 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $228,240 | 1,233 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||