Westover Capital Advisors, LLC
Position in SPG — Simon Property Group Inc.
CIK 1483467
WILMINGTON, DE
Position in SPG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$670,950
+$111,360 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#715
of 1,353 holders
Holding Since
Dec 2020
23 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, 2026Westover Capital Advisors, LLC holds $670,950 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
|
3,000 | $670,950 |
All Filings in SPG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $670,950 | 3,000 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $559,590 | 3,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $555,330 | 3,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $563,010 | 3,000 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $482,280 | 3,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $498,240 | 3,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $516,630 | 3,000 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $507,060 | 3,000 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $455,400 | 3,000 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $469,470 | 3,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $427,920 | 3,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $324,090 | 3,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $346,440 | 3,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $335,910 | 3,000 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $352,440 | 3,000 | Shares | Sole | 2023-05-18 | |
| 2022-09-30 | $269,250 | 3,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $284,760 | 3,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $394,680 | 3,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $479,310 | 3,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $389,910 | 3,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $391,440 | 3,000 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $341,310 | 3,000 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $255,840 | 3,000 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||