Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$205,758
New position
Shares Held
920
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,085
of 1,358 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Alpha Family Trust holds $449,260 across 2 REIT - Retail names. SPG ranks #2 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
3,930 | $243,502 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
920 | $205,758 |
All Filings in SPG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,758 | 920 | Shares | Defined | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||