Turtle Creek Wealth Advisors, LLC
Position in SPG — Simon Property Group Inc.
CIK 2007171
DALLAS, TX
Position in SPG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$822,361
+$273,217 QoQ
Shares Held
3,677
+24.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#659
of 1,353 holders
Holding Since
Dec 2023
6 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, 2026Turtle Creek Wealth Advisors, LLC holds $1,201,308 across 2 REIT - Retail names. SPG ranks #1 (68.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
3,677 | $822,361 | |
| 2 | O |
Realty Income Corp
|
6,116 | $378,947 |
All Filings in SPG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,361 | 3,677 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $549,144 | 2,944 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $477,213 | 2,578 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $422,632 | 2,252 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $217,347 | 1,352 | Shares | Sole | 2025-07-28 | |
| 2023-12-31 | $74,172 | 520 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||