Allied Private Wealth LLC

Position in SPG — Simon Property Group Inc.

CIK 2132253 BOCA RATON, FL

Position in SPG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$11,406

New position

Shares Held

51

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,261

of 1,358 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Allied Private Wealth LLC holds $23,901 across 5 REIT - Retail names. SPG ranks #1 (47.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	51	$11,406
2	KRG	Kite Realty Group Trust	221	$6,271
3	BRX	Brixmor Property Group Inc.	109	$3,436
4	O	Realty Income Corp	31	$1,920
5	SKT	Tanger Inc.	22	$868

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,406	51	—	Shares	Sole	2026-07-09
No filing history on record for this holder in this stock.