Position in SPG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$34,665
+$4,261 QoQ
Shares Held
155
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,191
of 1,358 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026ATWOOD & PALMER INC holds $63,988 across 2 REIT - Retail names. SPG ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
155 | $34,665 | |
| 2 | GTY |
Getty Realty Corp /Md/
|
879 | $29,323 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,665 | 155 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $30,404 | 163 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $28,692 | 155 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $29,088 | 155 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $24,917 | 155 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $25,742 | 155 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $26,692 | 155 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $26,198 | 155 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $23,529 | 155 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $24,255 | 155 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $22,109 | 155 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $16,744 | 155 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $17,899 | 155 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $17,355 | 155 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $18,209 | 155 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $13,911 | 155 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $14,712 | 155 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $20,391 | 155 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $24,764 | 155 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $20,145 | 155 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $20,224 | 155 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $17,634 | 155 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $13,218 | 155 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $10,025 | 155 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $10,598 | 155 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $8,503 | 155 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||