Belpointe Asset Management LLC

Position in SPG — Simon Property Group Inc.

CIK 1721242 RENO, NV

Position in SPG

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$995,466

+$165,968 QoQ

Shares Held

4,451

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#624

of 1,358 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 73% Shared 27% None 0%

Real Estate · as of Jun 30, 2026

Belpointe Asset Management LLC holds $4,188,961 across 5 REIT - Retail names. SPG ranks #3 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	20,055	$1,242,607
2	FRT	Federal Realty Investment Trust	8,639	$1,066,398
3	SPG	Simon Property Group Inc. This page	4,451	$995,466
4	REG	Regency Centers Corp	8,115	$647,090
5	PECO	Phillips Edison & Company, Inc.	5,704	$237,400

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$995,466	4,451	+0.1%	Shares	Other	2026-07-31
2026-03-31	$829,498	4,447	-5.8%	Shares	Other	2026-04-28
2025-12-31	$873,904	4,721	-4.2%	Shares	Other	2026-01-27
2025-09-30	$924,837	4,928	+24.2%	Shares	Other	2025-11-03
2025-06-30	$637,895	3,968	-2.1%	Shares	Sole	2025-07-22
2025-03-31	$673,288	4,054	-0.4%	Shares	Other	2025-05-20
2024-12-31	$700,722	4,069	0.0%	Shares	Sole	2025-02-13
2024-09-30	$687,742	4,069	-0.2%	Shares	Sole	2024-11-13
2024-06-30	$618,736	4,076	-1.9%	Shares	Sole	2024-08-02
2024-03-31	$650,372	4,156	-5.4%	Shares	Sole	2024-05-08
2023-12-31	$626,902	4,395	-0.1%	Shares	Sole	2024-02-13
2023-09-30	$475,440	4,401	-1.8%	Shares	Sole	2023-11-15
2023-06-30	$517,350	4,480	-43.5%	Shares	Sole	2023-08-15
2023-03-31	$887,138	7,923	+11.4%	Shares	Sole	2023-05-15
2022-12-31	$835,870	7,115	-14.8%	Shares	Sole	2023-02-08
2022-09-30	$749,771	8,354	+56.1%	Shares	Sole	2022-11-14
2022-06-30	$507,916	5,351	+4.3%	Shares	Sole	2022-08-02
2022-03-31	$674,639	5,128	+31.3%	Shares	Sole	2022-04-28
2021-12-31	$623,901	3,905	-1.9%	Shares	Sole	2022-02-15
2021-09-30	$517,410	3,981	+0.4%	Shares	Sole	2021-11-15
2021-06-30	$517,483	3,966	+67.6%	Shares	Sole	2021-08-09
2021-03-31	$269,293	2,367	-4.2%	Shares	Sole	2021-05-14
2020-12-31	$210,641	2,470	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.