ENVESTNET ASSET MANAGEMENT INC

Position in SPG — Simon Property Group Inc.

CIK 1407543 Berwyn, PA

Position in SPG

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$60,701,338

+$9,920,668 QoQ

Shares Held

325,424

+18.6% QoQ

Ownership

0.100%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $359,128,433 across 21 REIT - Retail names. SPG ranks #2 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	2,000,103	$122,366,301
2	SPG	Simon Property Group Inc. This page	325,424	$60,701,338
3	KIM	Kimco Realty Corp	1,852,756	$41,631,427
4	ADC	Agree Realty Corp	352,943	$26,604,843
5	BRX	Brixmor Property Group Inc.	524,094	$15,093,907
6	GTY	Getty Realty Corp /Md/	360,641	$11,468,383
7	NNN	Nnn REIT, Inc.	256,283	$10,771,574
8	FRT	Federal Realty Investment Trust	94,179	$10,002,751

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$60,701,338	325,424	+18.6%	Shares	Sole	2026-05-04
2025-12-31	$50,780,670	274,327	-13.0%	Shares	Sole	2026-02-10
2025-09-30	$59,153,208	315,198	-9.5%	Shares	Sole	2025-11-05
2025-06-30	$55,986,116	348,259	+9.2%	Shares	Sole	2025-08-01
2025-03-31	$52,946,802	318,803	+7.1%	Shares	Sole	2025-04-29
2024-12-31	$51,245,562	297,576	-24.5%	Shares	Sole	2025-02-13
2024-09-30	$66,629,036	394,208	+4.1%	Shares	Sole	2024-11-07
2024-06-30	$57,460,702	378,529	-1.1%	Shares	Sole	2024-08-08
2024-03-31	$59,899,051	382,766	-8.7%	Shares	Sole	2024-05-13
2023-12-31	$59,790,836	419,173	-2.4%	Shares	Sole	2024-02-13
2023-09-30	$46,395,860	429,472	-16.2%	Shares	Sole	2023-11-13
2023-06-30	$59,173,568	512,414	-80.6%	Shares	Sole	2023-08-04
2023-03-31	$295,533,618	2,639,400	+567.9%	Shares	Sole	2023-05-11
2022-12-31	$46,423,514	395,161	+17.2%	Shares	Sole	2023-02-07
2022-09-30	$30,253,289	337,084	+7.0%	Shares	Sole	2022-11-10
2022-06-30	$29,899,040	314,992	+17.1%	Shares	Sole	2022-08-03
2022-03-31	$35,378,588	268,916	+6.4%	Shares	Sole	2022-05-04
2021-12-31	$40,380,589	252,742	+7.1%	Shares	Sole	2022-02-04
2021-09-30	$30,684,487	236,089	+9.0%	Shares	Sole	2021-10-07
2021-06-30	$28,250,616	216,513	+14.2%	Shares	Sole	2021-08-04
2021-03-31	$21,576,366	189,649	+18.5%	Shares	Sole	2021-05-04
2020-12-31	$13,643,435	159,984	+41.5%	Shares	Sole	2021-02-02
2020-09-30	$7,311,427	113,040	+8.6%	Shares	Sole	2020-10-09
2020-06-30	$7,115,280	104,055	-11.6%	Shares	Sole	2020-07-08
2020-03-31	$6,458,667	117,730	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.