Position in SPG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$33,547
New position
Shares Held
150
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,190
of 1,353 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $40,052 across 2 REIT - Retail names. SPG ranks #1 (83.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
150 | $33,547 | |
| 2 | O |
Realty Income Corp
|
105 | $6,505 |
All Filings in SPG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,547 | 150 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||