W.G. Shaheen & Associates DBA Whitney & Co
Position in SPG — Simon Property Group Inc.
CIK 1577001
ROCHESTER, NY
Position in SPG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,582,364
+$693,401 QoQ
Shares Held
20,489
-1.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#368
of 1,358 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $4,889,066 across 2 REIT - Retail names. SPG ranks #1 (93.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
20,489 | $4,582,364 | |
| 2 | O |
Realty Income Corp
|
4,950 | $306,702 |
All Filings in SPG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,582,364 | 20,489 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,888,963 | 20,849 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,933,402 | 21,249 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,312,187 | 17,649 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,837,253 | 17,649 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,038,599 | 18,296 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,191,395 | 18,532 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,275,776 | 19,381 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,964,198 | 19,527 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,176,903 | 20,301 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,383,706 | 23,722 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,570,681 | 23,796 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,642,869 | 74,843 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,459,109 | 75,548 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $8,927,892 | 75,995 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,828,898 | 76,088 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,230,815 | 76,178 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $9,996,981 | 75,988 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $13,323,859 | 83,394 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,989,093 | 84,551 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,463,320 | 87,855 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,742,352 | 85,632 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $7,137,339 | 83,693 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $5,516,363 | 85,287 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,164,352 | 46,276 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||