Position in SPG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,914,037
+$561,360 QoQ
Shares Held
21,972
-5.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
#360
of 1,353 holders
Holding Since
Mar 2026
2 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, 2026Vertrix Wealth Management, LLC holds $4,914,037 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
|
21,972 | $4,914,037 |
All Filings in SPG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,914,037 | 21,972 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,352,677 | 23,335 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||