Position in SPG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,879
+$6,180 QoQ
Shares Held
71
+36.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,236
of 1,353 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $25,561 across 3 REIT - Retail names. SPG ranks #1 (62.1% of the industry book) .
All Filings in SPG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,879 | 71 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,699 | 52 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,625 | 52 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $9,758 | 52 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||