Position in SPG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$15,431
+$2,561 QoQ
Shares Held
69
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,239
of 1,353 holders
Holding Since
Mar 2023
12 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, 2026West Branch Capital LLC holds $15,431 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
|
69 | $15,431 |
All Filings in SPG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,431 | 69 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $12,870 | 69 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $12,772 | 69 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $12,949 | 69 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,092 | 69 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $498 | 3 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $516 | 3 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $507 | 3 | Shares | Sole | 2024-10-18 | |
| 2023-12-31 | $43,505 | 305 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $32,949 | 305 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $35,221 | 305 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $34,150 | 305 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||