Position in SPG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$719,034
+$137,061 QoQ
Shares Held
3,215
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#695
of 1,353 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Welch Group, LLC holds $719,034 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
|
3,215 | $719,034 |
All Filings in SPG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,034 | 3,215 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $581,973 | 3,120 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $576,802 | 3,116 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $558,505 | 2,976 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $477,778 | 2,972 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $418,521 | 2,520 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $433,969 | 2,520 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $425,085 | 2,515 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $381,777 | 2,515 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $393,259 | 2,513 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $357,883 | 2,509 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $270,399 | 2,503 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $288,930 | 2,502 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $280,148 | 2,502 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $293,347 | 2,497 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $237,992 | 1,809 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||