Position in SPG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,578
-$8,639 QoQ
Shares Held
16
-75.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,312
of 1,353 holders
Holding Since
Mar 2022
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026GoalVest Advisory LLC holds $3,578 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
|
16 | $3,578 |
All Filings in SPG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,578 | 16 | Shares | Sole | 2026-07-09 | |
| 2025-12-31 | $12,217 | 66 | Shares | Sole | 2026-01-05 | |
| 2023-09-30 | $216 | 2 | Shares | Sole | 2023-10-10 | |
| 2022-03-31 | $4,736 | 36 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||