JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in SPG — Simon Property Group Inc.
CIK 2122180
AMMON, ID
Position in SPG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$721,717
+$192,533 QoQ
Shares Held
3,227
+13.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#696
of 1,358 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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $1,110,825 across 2 REIT - Retail names. SPG ranks #1 (65.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
3,227 | $721,717 | |
| 2 | O |
Realty Income Corp
|
6,280 | $389,108 |
All Filings in SPG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,717 | 3,227 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $529,184 | 2,837 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,711,156 | 9,244 | Shares | Other | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||