Everence Capital Management’s Simon Property Group SPG Stock Holding History

Everence Capital Management’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	$1.64M	Hold	7,319	–	–	0.09%	184
2026 Q1	$1.36M	Hold	7,319	–	–	0.08%	195
2025 Q4	$1.35M	Hold	7,319	–	–	0.08%	198
2025 Q3	$1.37M	Hold	7,319	–	–	0.08%	193
2025 Q2	$1.18M	Sell	7,319 -2,960	-29%	-$468K	0.08%	204
2025 Q1	$1.71M	Hold	10,279	–	–	0.12%	159
2024 Q4	$1.77M	Sell	10,279 -1,150	-10%	-$202K	0.12%	147
2024 Q3	$1.93M	Hold	11,429	–	–	0.12%	145
2024 Q2	$1.61M	Buy	11,429 +260	+2%	+$38.3K	0.11%	166
2024 Q1	$1.75M	Sell	11,169 -60	-0.5%	-$8.8K	0.12%	159
2023 Q4	$1.6M	Buy	11,229 +2,760	+33%	+$334K	0.11%	168
2023 Q3	$915K	Hold	8,469	–	–	0.07%	233
2023 Q2	$891K	Hold	8,469	–	–	0.07%	230
2023 Q1	$948K	Hold	8,469	–	–	0.08%	227
2022 Q4	$995K	Buy	8,469 +2,710	+47%	+$301K	0.09%	198
2022 Q3	$517K	Hold	5,759	–	–	0.05%	334
2022 Q2	$547K	Sell	5,759 -120	-2%	-$13.8K	0.05%	309
2022 Q1	$773K	Sell	5,879 -2,280	-28%	-$325K	0.06%	263
2021 Q4	$1.3M	Buy	8,159 +5,040	+162%	+$769K	0.1%	186
2021 Q3	$405K	Sell	3,119 -3,510	-53%	-$457K	0.03%	465
2021 Q2	$865K	Hold	6,629	–	–	0.07%	230
2021 Q1	$754K	Sell	6,629 -2,860	-30%	-$298K	0.07%	234
2020 Q4	$809K	Hold	9,489	–	–	0.08%	210
2020 Q3	$614K	Hold	9,489	–	–	0.07%	235
2020 Q2	$548K	Hold	9,489	–	–	0.06%	262
2020 Q1	$521K	Buy	9,489 +3,120	+49%	+$373K	0.07%	229
2019 Q4	$949K	Sell	6,369 -2,232	-26%	-$335K	0.14%	150
2019 Q3	$1.34M	Hold	8,601	–	–	0.22%	104
2019 Q2	$1.37M	Hold	8,601	–	–	0.23%	103
2019 Q1	$1.57M	Buy	8,601 +4,508	+110%	+$801K	0.27%	84
2018 Q4	$688K	Hold	4,093	–	–	0.16%	153
2018 Q3	$723K	Hold	4,093	–	–	0.14%	173
2018 Q2	$697K	Hold	4,093	–	–	0.15%	172
2018 Q1	$632K	Sell	4,093 -4,200	-51%	-$668K	0.14%	183
2017 Q4	$1.42M	Hold	8,293	–	–	0.31%	80
2017 Q3	$1.33M	Hold	8,293	–	–	0.3%	92
2017 Q2	$1.34M	Buy	8,293 +2,100	+34%	+$342K	0.33%	89
2017 Q1	$1.06M	Hold	6,193	–	–	0.28%	97
2016 Q4	$1.1M	Sell	6,193 -4,340	-41%	-$806K	0.32%	91
2016 Q3	$2.18M	Buy	10,533 +720	+7%	+$156K	0.65%	40
2016 Q2	$2.13M	Buy	9,813 +2,030	+26%	+$414K	0.65%	36
2016 Q1	$1.62M	Buy	7,783 +1,150	+17%	+$221K	0.5%	53
2015 Q4	$1.29M	Hold	6,633	–	–	0.42%	64
2015 Q3	$1.22M	Hold	6,633	–	–	0.42%	68
2015 Q2	$1.15M	Hold	6,633	–	–	0.37%	78
2015 Q1	$1.26M	Hold	6,633	–	–	0.42%	64
2014 Q4	$1.21M	Sell	6,633 -1,140	-15%	-$202K	0.41%	64
2014 Q3	$1.32M	Hold	7,773	–	–	0.48%	54
2014 Q2	$1.29M	Sell	7,773 -490	-6%	-$80K	0.48%	55
2014 Q1	$1.27M	Hold	8,263	–	–	0.5%	54
2013 Q4	$1.18M	Hold	8,263	–	–	0.48%	60
2013 Q3	$1.15M	Hold	8,263	–	–	0.49%	60
2013 Q2	$1.23M	Buy	+8,263	New	+$1.33M	0.56%	49

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Everence Capital Management's SPG Position: Q2 2026 in Review

Everence Capital Management held its Simon Property Group (SPG) position steady in Q2 2026 at 7,319 shares worth $1.64M. The position accounts for 0.09% of the portfolio, ranked #184.

Everence Capital Management first reported a position in SPG in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.18M in Q3 2016. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Everence Capital Management held 7,319 shares of Simon Property Group worth $1.64M as of Q2 2026.
Everence Capital Management left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.09% of Everence Capital Management's portfolio in Q2 2026, its #184 holding.
Everence Capital Management first reported a position in Simon Property Group in Q2 2013 and has held it in 53 quarters since.
Everence Capital Management's Simon Property Group position peaked at $2.18M in Q3 2016.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.