Position in SPG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$11,629
+$1,930 QoQ
Shares Held
52
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,259
of 1,358 holders
Holding Since
Jun 2021
21 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, 2026OAKWORTH CAPITAL, INC. holds $38,181 across 3 REIT - Retail names. SPG ranks #2 (30.5% of the industry book) .
All Filings in SPG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,629 | 52 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $9,699 | 52 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $9,625 | 52 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $9,758 | 52 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,359 | 52 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,636 | 52 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $8,954 | 52 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $8,789 | 52 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $7,893 | 52 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $8,137 | 52 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $7,417 | 52 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $5,617 | 52 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $6,004 | 52 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $5,822 | 52 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $6,108 | 52 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,667 | 52 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $4,935 | 52 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $6,841 | 52 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $8,308 | 52 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $6,758 | 52 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,784 | 52 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||