SEC 13F Intelligence

Benson Wealth Management Inc / SPG

Benson Wealth Management Inc’s Simon Ppty Group Inc New Position

Does Benson Wealth Management Inc own Simon Ppty Group Inc New (SPG)? Yes22.1K shares worth $4M (+5.64% of its 13F portfolio) as of Q1 2026, down from 22.6K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
22.1K
% of Portfolio
+5.64%
Quarters Held
2
currently held

Position History SPG

Reported value by quarter
Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.1K$4M+5.64%
Q4 202522.6K$4M+4.66%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Benson Wealth Management Inc’s full portfolio or all institutional holders of SPG.