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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

SPG holding history

Simon Property Group Inc. in every 13F filed by Wealthspire Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
1,117
Value
$249.8K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2021
Holdings of SPG by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,117$249.8K<0.1%−107−8.7%ReducedHolders
Q1 20261,224$228.3K<0.1%−987−44.6%ReducedHolders
Q4 20252,211$409.3K<0.1%+874+65.4%AddedHolders
Q3 20251,337$250.8K<0.1%+66+5.2%AddedHolders
Q2 20251,271$204.3K<0.1%+1,271NewHolders
Q1 20220$00.0%−1,385−100.0%Sold outHolders
Q4 20211,385$221.0K<0.1%+1,385NewHolders
Q2 20210$00.0%−5,646−100.0%Sold outHolders
Q1 20215,646$642.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.