Position in SPG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$18,653
+$142 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
10 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, 2026WFA of San Diego, LLC holds $356,208 across 1 REIT - Retail name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
5,749 | $356,208 |
All Filings in SPG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,653 | 100 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $18,511 | 100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,767 | 100 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $18,969 | 118 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $19,944 | 118 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $17,912 | 118 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $16,528 | 153 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $17,668 | 153 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $35,596 | 303 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $7,024 | 74 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||