Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$433,210
+$73,581 QoQ
Shares Held
1,937
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#822
of 1,353 holders
Holding Since
Dec 2022
15 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, 2026O'ROURKE & COMPANY, Inc holds $433,210 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
|
1,937 | $433,210 |
All Filings in SPG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,210 | 1,937 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $359,629 | 1,928 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $393,173 | 2,124 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $387,913 | 2,067 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $331,004 | 2,059 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $401,415 | 2,417 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $414,681 | 2,408 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $457,537 | 2,707 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $409,556 | 2,698 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $421,584 | 2,694 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $370,436 | 2,597 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $257,975 | 2,388 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $306,830 | 2,657 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $297,056 | 2,653 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $249,879 | 2,127 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||