Annis Gardner Whiting Capital Advisors, LLC
Position in SPG — Simon Property Group Inc.
CIK 1998414
TAMPA, FL
Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$206,428
+$55,712 QoQ
Shares Held
923
+14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,079
of 1,353 holders
Holding Since
Sep 2023
12 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $417,587 across 2 REIT - Retail names. SPG ranks #2 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
3,408 | $211,159 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
923 | $206,428 |
All Filings in SPG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,428 | 923 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $150,716 | 808 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $94,035 | 508 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $98,339 | 524 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $79,093 | 492 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $74,071 | 446 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $79,388 | 461 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $75,382 | 446 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $68,461 | 451 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $70,576 | 451 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $56,485 | 396 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $32,949 | 305 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||