Position in SPG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,255,002
-$742,708 QoQ
Shares Held
14,554
-32.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#413
of 1,353 holders
Holding Since
Mar 2024
10 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, 2026BURNEY CO/ holds $7,627,621 across 4 REIT - Retail names. SPG ranks #1 (42.7% of the industry book) .
All Filings in SPG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,255,002 | 14,554 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,997,710 | 21,432 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,608,128 | 24,894 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,779,578 | 36,125 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,110,954 | 25,572 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $373,846 | 2,251 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $387,644 | 2,251 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $266,544 | 1,577 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $255,175 | 1,681 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $210,479 | 1,345 | Shares | Sole | 2024-05-22 | |
| No filing history on record for this holder in this stock. | ||||||