TrueWealth Advisors, LLC

Position in SPG — Simon Property Group Inc.

CIK 1817714 BIRMINGHAM, AL

Position in SPG

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,131,669

+$187,828 QoQ

Shares Held

5,060

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#599

of 1,358 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

TrueWealth Advisors, LLC holds $1,131,669 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	5,060	$1,131,669

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,131,669	5,060	0.0%	Shares	Sole	2026-07-08
2026-03-31	$943,841	5,060	0.0%	Shares	Sole	2026-04-09
2025-12-31	$936,656	5,060	-29.3%	Shares	Sole	2026-01-07
2025-09-30	$1,343,717	7,160	0.0%	Shares	Sole	2025-10-15
2025-06-30	$1,151,041	7,160	-1.4%	Shares	Sole	2025-07-03
2025-03-31	$1,205,740	7,260	0.0%	Shares	Sole	2025-04-10
2024-12-31	$1,250,244	7,260	0.0%	Shares	Sole	2025-01-15
2024-09-30	$1,227,085	7,260	0.0%	Shares	Sole	2024-10-29
2024-06-30	$1,102,068	7,260	0.0%	Shares	Sole	2024-07-24
2024-03-31	$1,136,117	7,260	0.0%	Shares	Sole	2024-04-23
2023-12-31	$1,035,566	7,260	0.0%	Shares	Sole	2024-02-08
2023-09-30	$784,297	7,260	0.0%	Shares	Sole	2023-11-07
2023-06-30	$838,384	7,260	0.0%	Shares	Sole	2023-07-31
2023-03-31	$812,902	7,260	+4.9%	Shares	Sole	2023-04-19
2022-12-31	$812,961	6,920	0.0%	Shares	Sole	2023-01-23
2022-09-30	$621,070	6,920	+5.3%	Shares	Sole	2022-10-21
2022-06-30	$623,624	6,570	—	Shares	Sole	2022-07-27
No filing history on record for this holder in this stock.