Simon Ppty GP 8.375% SER J PFD

Q2 2025 vs Q2 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Moran Wealth Management, LLC

NEW

Shares16,621

Change+16,621

Value$915.8K

Filed 2026-08-05

Financial Gravity Companies, Inc.

CLOSED

Shares0 from 55

Change-55 (-100%)

Value$0 (-$3.1K)

Filed 2026-08-05

	Status
Moran Wealth Management, LLC	NEW	16,621	—	+16,621	—	—	$915.8K	—	2026-08-05
Financial Gravity Companies, Inc.	CLOSED	0	55	-55	-100%	$3.1K	$0	-$3.1K	2026-08-05

Showing 2 of 2 institutions