Envestnet Portfolio Solutions, Inc.

Position in SPG — Simon Property Group Inc.

CIK 1998033 BERWYN, PA

Position in SPG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$406,595

-$397,535 QoQ

Shares Held

1,818

-57.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#843

of 1,353 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $3,750,643 across 6 REIT - Retail names. SPG ranks #4 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KIM	Kimco Realty Corp	43,383	$1,099,759
2	O	Realty Income Corp	16,850	$1,044,026
3	CURB	Curbline Properties Corp.	21,817	$663,236
4	SPG	Simon Property Group Inc. This page	1,818	$406,595
5	REG	Regency Centers Corp	3,460	$275,900
6	EPRT	Essential Properties Realty Trust, Inc.	8,748	$261,127

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$406,595	1,818	-57.8%	Shares	Sole	2026-07-20
2026-03-31	$804,130	4,311	-46.5%	Shares	Sole	2026-04-29
2025-12-31	$1,492,356	8,062	+6.0%	Shares	Sole	2026-02-06
2025-09-30	$1,427,418	7,606	-1.6%	Shares	Sole	2025-10-30
2025-06-30	$1,242,353	7,728	-12.6%	Shares	Sole	2025-07-25
2025-03-31	$1,469,143	8,846	-27.9%	Shares	Sole	2025-04-21
2024-12-31	$2,112,672	12,268	-56.6%	Shares	Sole	2025-02-10
2024-09-30	$4,776,167	28,258	+4.9%	Shares	Sole	2024-10-31
2024-06-30	$4,090,706	26,948	+8.1%	Shares	Sole	2024-07-16
2024-03-31	$3,901,608	24,932	+1.8%	Shares	Sole	2024-05-06
2023-12-31	$3,494,822	24,501	+5.3%	Shares	Sole	2024-02-07
2023-09-30	$2,513,642	23,268	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.