Position in SPG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$216,493
New position
Shares Held
968
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,064
of 1,358 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026TRB Wealth Management, LLC holds $428,582 across 2 REIT - Retail names. SPG ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
968 | $216,493 | |
| 2 | O |
Realty Income Corp
|
3,423 | $212,089 |
All Filings in SPG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,493 | 968 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||