Position in SPG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$195,693
+$51,133 QoQ
Shares Held
875
+12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,090
of 1,353 holders
Holding Since
Sep 2020
24 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, 2026HOEY INVESTMENTS, INC holds $225,805 across 2 REIT - Retail names. SPG ranks #1 (86.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
875 | $195,693 | |
| 2 | O |
Realty Income Corp
|
486 | $30,112 |
All Filings in SPG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,693 | 875 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $144,560 | 775 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $106,438 | 575 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $70,376 | 375 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $60,285 | 375 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $62,280 | 375 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $64,578 | 375 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $63,382 | 375 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $56,925 | 375 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $58,683 | 375 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $53,490 | 375 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $40,511 | 375 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $43,305 | 375 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $41,988 | 375 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $44,055 | 375 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $33,656 | 375 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,595 | 375 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $101,959 | 775 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $123,821 | 775 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $100,726 | 775 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $48,930 | 375 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $42,663 | 375 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $31,980 | 375 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $24,255 | 375 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||