Position in SPG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$12,310
+$93 QoQ
Shares Held
66
-13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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, 2026Whipplewood Advisors, LLC holds $65,305 across 1 REIT - Retail name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,054 | $65,305 |
All Filings in SPG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,310 | 66 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $12,217 | 76 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $12,124 | 468 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $12,571 | 73 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||