Position in SPG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$261,446
-$23,758 QoQ
Shares Held
1,169
-23.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#990
of 1,353 holders
Holding Since
Mar 2026
2 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, 2026Synergy Financial Group, LTD holds $261,446 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
|
1,169 | $261,446 |
All Filings in SPG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,446 | 1,169 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $285,204 | 1,529 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||