Vestmark Advisory Solutions, Inc.
Position in SPG — Simon Property Group Inc.
CIK 1736982
Wakefield, MA
Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,181,420
+$1,179,395 QoQ
Shares Held
14,225
+32.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#419
of 1,353 holders
Holding Since
Mar 2022
18 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, 2026Vestmark Advisory Solutions, Inc. holds $10,246,899 across 8 REIT - Retail names. SPG ranks #1 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
14,225 | $3,181,420 | |
| 2 | ADC |
Agree Realty Corp
|
34,675 | $2,626,284 | |
| 3 | KRG |
Kite Realty Group Trust
|
50,623 | $1,436,680 | |
| 4 | O |
Realty Income Corp
|
15,842 | $981,570 | |
| 5 | SKT |
Tanger Inc.
|
23,675 | $934,452 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
16,190 | $510,470 | |
| 7 | REG |
Regency Centers Corp
|
4,066 | $324,222 | |
| 8 | KIM |
Kimco Realty Corp
|
9,933 | $251,801 |
All Filings in SPG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,181,420 | 14,225 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,002,025 | 10,733 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $953,501 | 5,151 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $893,496 | 4,761 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,167,759 | 7,264 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,286,122 | 7,744 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $863,633 | 5,015 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $835,803 | 4,945 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $739,720 | 4,873 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $786,362 | 5,025 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $818,468 | 5,738 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $618,903 | 5,729 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,317,394 | 11,408 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,323,037 | 11,816 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,366,408 | 11,631 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,028,534 | 11,460 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $729,459 | 7,685 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $479,404 | 3,644 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||