OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in SPG — Simon Property Group Inc.
CIK 714364
WILLIAMSVILLE, NY
Position in SPG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,131
+$3,129 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,319
of 1,353 holders
Holding Since
Mar 2025
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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $43,899 across 4 REIT - Retail names. SPG ranks #3 (7.1% of the industry book) .
All Filings in SPG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,131 | 14 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2 | 14 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2 | 14 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5 | 30 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4 | 28 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $830 | 5 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||