Envestnet Portfolio Solutions
SPG icon

Envestnet Portfolio Solutions’s Simon Property Group SPG Stock Holding History

Envestnet Portfolio Solutions’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$407K Sell
1,818
-2,493
-58% -$513K ﹤0.01% 1066
2026
Q1 		$804K Sell
4,311
-3,751
-47% -$715K ﹤0.01% 711
2025
Q4 		$1.49M Buy
8,062
+456
+6% +$82.8K 0.01% 633
2025
Q3 		$1.43M Sell
7,606
-122
-2% -$21.1K 0.01% 624
2025
Q2 		$1.24M Sell
7,728
-1,118
-13% -$177K ﹤0.01% 713
2025
Q1 		$1.47M Sell
8,846
-3,422
-28% -$598K 0.01% 684
2024
Q4 		$2.11M Sell
12,268
-15,990
-57% -$2.81M 0.01% 647
2024
Q3 		$4.78M Buy
28,258
+1,310
+5% +$207K 0.02% 403
2024
Q2 		$4.09M Buy
26,948
+2,016
+8% +$297K 0.01% 420
2024
Q1 		$3.9M Buy
24,932
+431
+2% +$63.2K 0.01% 446
2023
Q4 		$3.49M Buy
24,501
+1,233
+5% +$149K 0.01% 429
2023
Q3 		$2.51M Buy
+23,268
New +$2.73M 0.01% 483

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Portfolio Solutions's SPG Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Simon Property Group (SPG) stake by 58% in Q2 2026, selling an estimated $513K and leaving 1,818 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Envestnet Portfolio Solutions first reported a position in SPG in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.78M in Q3 2024. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,818 shares of Simon Property Group worth $407K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 2,493 Simon Property Group shares in Q2 2026, an estimated $513K.
  • Simon Property Group made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1066 holding.
  • Envestnet Portfolio Solutions first reported a position in Simon Property Group in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Simon Property Group position peaked at $4.78M in Q3 2024.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.