Position in SPG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$605,420
+$101,416 QoQ
Shares Held
2,707
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#742
of 1,358 holders
Holding Since
Dec 2023
11 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, 2026William Allan Corp holds $1,398,941 across 2 REIT - Retail names. SPG ranks #2 (43.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
12,807 | $793,521 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
2,707 | $605,420 |
All Filings in SPG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,420 | 2,707 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $504,004 | 2,702 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $509,792 | 2,754 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $514,966 | 2,744 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $428,907 | 2,668 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $414,037 | 2,493 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $355,269 | 2,063 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $325,870 | 1,928 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $255,783 | 1,685 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $236,299 | 1,510 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $215,386 | 1,510 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||