Oliver Luxxe Assets LLC

Position in SPG — Simon Property Group Inc.

CIK 1666239 GLADSTONE, NJ

Position in SPG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$7,782,349

+$304,175 QoQ

Shares Held

34,797

-13.2% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#299

of 1,353 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Oliver Luxxe Assets LLC holds $7,782,349 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPG	Simon Property Group Inc. This page	34,797	$7,782,349

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,782,349	34,797	-13.2%	Shares	Sole	2026-07-09
2026-03-31	$7,478,174	40,091	+1.0%	Shares	Sole	2026-04-08
2025-12-31	$7,345,349	39,681	+1.6%	Shares	Sole	2026-01-08
2025-09-30	$7,332,829	39,073	+9.8%	Shares	Sole	2025-10-24
2025-06-30	$5,719,840	35,580	+3.7%	Shares	Sole	2025-07-14
2025-03-31	$5,697,208	34,304	+0.6%	Shares	Sole	2025-05-14
2024-12-31	$5,873,049	34,104	+0.7%	Shares	Sole	2025-01-06
2024-09-30	$5,726,904	33,883	-0.2%	Shares	Sole	2024-10-11
2024-06-30	$5,156,038	33,966	+18.7%	Shares	Sole	2024-08-13
2024-03-31	$4,477,335	28,611	-0.5%	Shares	Sole	2024-04-18
2023-12-31	$4,103,610	28,769	-23.4%	Shares	Sole	2024-02-12
2022-03-31	$4,941,788	37,563	-13.6%	Shares	Sole	2022-05-13
2021-12-31	$6,947,278	43,483	0.0%	Shares	Sole	2022-02-04
2021-09-30	$5,651,485	43,483	+5.3%	Shares	Sole	2021-11-10
2021-06-30	$5,386,736	41,284	+3.6%	Shares	Sole	2021-07-29
2021-03-31	$4,532,824	39,842	+0.6%	Shares	Sole	2021-04-29
2020-12-31	$3,377,514	39,605	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.