Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,595,071
+$826,009 QoQ
Shares Held
7,132
+73.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#540
of 1,358 holders
Holding Since
Jun 2025
5 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, 2026Waverly Advisors, LLC holds $7,852,379 across 6 REIT - Retail names. SPG ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
52,743 | $3,267,956 | |
| 2 | SPG |
Simon Property Group Inc.
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|
7,132 | $1,595,071 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
34,807 | $1,448,667 | |
| 4 | NNN |
Nnn REIT, Inc.
|
14,166 | $659,143 | |
| 5 | FRT |
Federal Realty Investment Trust
|
3,820 | $471,540 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
11,582 | $410,002 |
All Filings in SPG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,595,071 | 7,132 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $769,062 | 4,123 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $586,243 | 3,167 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $474,992 | 2,531 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $297,405 | 1,850 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||