Skip to main content

William Allan, LLC

SEC CIK
0001910961
Latest filing
Jul 28, 2026

SPG holding history

Simon Property Group Inc. in every 13F filed by William Allan, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
2,707
Value
$605.4K
% of portfolio
0.3%
Quarters held
11
Since Q4 2023
Holdings of SPG by William Allan, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,707$605.4K0.3%+5+0.2%AddedHolders
Q1 20262,702$504.0K0.3%−52−1.9%ReducedHolders
Q4 20252,754$509.8K0.3%+10+0.4%AddedHolders
Q3 20252,744$515.0K0.3%+76+2.8%AddedHolders
Q2 20252,668$428.9K0.2%+175+7.0%AddedHolders
Q1 20252,493$414.0K0.3%+430+20.8%AddedHolders
Q4 20242,063$355.3K0.2%+135+7.0%AddedHolders
Q3 20241,928$325.9K0.2%+243+14.4%AddedHolders
Q2 20241,685$256.0K0.2%+175+11.6%AddedHolders
Q1 20241,510$236.0K0.2%00.0%UnchangedHolders
Q4 20231,510$215.0K0.2%+1,510NewHolders