AFFINITY WEALTH MANAGEMENT LLC

Position in SPG — Simon Property Group Inc.

CIK 810672 WILMINGTON, DE

Position in SPG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$527,143

+$84,694 QoQ

Shares Held

2,357

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#771

of 1,353 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

AFFINITY WEALTH MANAGEMENT LLC holds $527,143 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	2,357	$527,143

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$527,143	2,357	-0.6%	Shares	Sole	2026-07-22
2026-03-31	$442,449	2,372	0.0%	Shares	Sole	2026-04-10
2025-12-31	$439,080	2,372	0.0%	Shares	Sole	2026-01-15
2025-09-30	$445,153	2,372	+1.2%	Shares	Sole	2025-11-06
2025-06-30	$376,821	2,344	+1.1%	Shares	Sole	2025-07-15
2025-03-31	$384,973	2,318	+2.5%	Shares	Sole	2025-04-11
2024-12-31	$389,366	2,261	0.0%	Shares	Sole	2025-01-21
2024-09-30	$382,154	2,261	+4.1%	Shares	Sole	2024-10-11
2024-06-30	$329,557	2,171	0.0%	Shares	Sole	2024-07-31
2024-03-31	$339,739	2,171	0.0%	Shares	Sole	2024-04-18
2023-12-31	$309,671	2,171	0.0%	Shares	Sole	2024-01-11
2023-09-30	$234,533	2,171	+1.2%	Shares	Sole	2023-10-24
2023-06-30	$247,704	2,145	+8.1%	Shares	Sole	2023-08-14
2023-03-31	$222,260	1,985	+7.4%	Shares	Sole	2023-05-01
2022-12-31	$217,220	1,849	+4.9%	Shares	Sole	2023-02-09
2022-03-31	$231,808	1,762	-13.5%	Shares	Sole	2022-05-12
2021-12-31	$325,611	2,038	-0.6%	Shares	Sole	2022-02-08
2021-09-30	$266,568	2,051	—	Shares	Sole	2021-11-04
No filing history on record for this holder in this stock.