WHALEROCK POINT PARTNERS, LLC
Position in SPG — Simon Property Group Inc.
CIK 1389709
West Palm Beach, FL
Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$397,202
+$65,925 QoQ
Shares Held
1,776
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#852
of 1,353 holders
Holding Since
Mar 2021
21 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, 2026WHALEROCK POINT PARTNERS, LLC holds $397,202 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,776 | $397,202 |
All Filings in SPG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,202 | 1,776 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $331,277 | 1,776 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $328,755 | 1,776 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $333,301 | 1,776 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $285,509 | 1,776 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $294,958 | 1,776 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $305,844 | 1,776 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $300,179 | 1,776 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $269,596 | 1,776 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $277,926 | 1,776 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $253,328 | 1,776 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $233,884 | 2,165 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $250,014 | 2,165 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $237,264 | 2,119 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $248,940 | 2,119 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $201,135 | 2,119 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $278,775 | 2,119 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $338,552 | 2,119 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $275,406 | 2,119 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $276,487 | 2,119 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $241,078 | 2,119 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||