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Octavia Wealth Advisors, LLC

Position in SPG — Simon Property Group Inc.

CIK 1841259 CINCINNATI, OH

Position in SPG

as of Mar 31, 2026 · filed Apr 10, 2026
Position Value
$441,143
-$32,368 QoQ
Shares Held
2,365
-7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SPG Over Time

Shares Held

Position Value (USD)

All Filings in SPG

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $441,143 2,365
2025-12-31 $473,511 2,558
2025-09-30 $486,252 2,591
2025-06-30 $413,474 2,572
2025-03-31 $423,836 2,552
2024-12-31 $436,035 2,532
2024-09-30 $434,888 2,573
2024-06-30 $387,849 2,555
2024-03-31 $400,144 2,557
2023-12-31 $377,710 2,648
2023-09-30 $299,459 2,772
2023-06-30 $327,385 2,835
2023-03-31 $314,299 2,807
2022-12-31 $359,841 3,063
2022-09-30 $276,609 3,082
2022-06-30 $286,088 3,014
2022-03-31 $399,153 3,034
2021-12-31 $570,378 3,570
2021-09-30 $459,833 3,538
2021-06-30 $466,074 3,572
2021-03-31 $464,977 4,087
2020-12-31 $408,405 4,789