Position in SPG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$759,739
+$116,584 QoQ
Shares Held
3,397
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#682
of 1,353 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Western Financial Corp/CA holds $759,739 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
|
3,397 | $759,739 |
All Filings in SPG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $759,739 | 3,397 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $643,155 | 3,448 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $508,867 | 2,749 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $502,767 | 2,679 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $405,597 | 2,523 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,926,860 | 11,602 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,762,913 | 10,237 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,562,589 | 9,245 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,102,827 | 7,265 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $917,970 | 5,866 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||