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Everett Harris & Co’s Simon Property Group SPG Stock Holding History

Everett Harris & Co’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 		$8.62M Sell
38,548
-755
-2% -$155K 0.11% 60
2026
Q1 		$7.33M Sell
39,303
-71
-0.2% -$13.5K 0.09% 65
2025
Q4 		$7.29M Sell
39,374
-2,394
-6% -$435K 0.09% 62
2025
Q3 		$7.84M Sell
41,768
-2,479
-6% -$428K 0.1% 58
2025
Q2 		$7.11M Sell
44,247
-308
-0.7% -$48.7K 0.09% 62
2025
Q1 		$7.4M Sell
44,555
-1,063
-2% -$186K 0.1% 60
2024
Q4 		$7.86M Sell
45,618
-3,407
-7% -$598K 0.1% 57
2024
Q3 		$8.29M Buy
49,025
+234
+0.5% +$37K 0.1% 57
2024
Q2 		$7.41M Sell
48,791
-170
-0.3% -$25K 0.09% 59
2024
Q1 		$7.66M Buy
48,961
+410
+0.8% +$60.1K 0.1% 59
2023
Q4 		$6.93M Sell
48,551
-748
-2% -$90.4K 0.1% 61
2023
Q3 		$5.33M Sell
49,299
-3,150
-6% -$369K 0.08% 63
2023
Q2 		$6.06M Buy
52,449
+397
+0.8% +$43.2K 0.09% 62
2023
Q1 		$5.83M Sell
52,052
-340
-0.6% -$40.6K 0.09% 61
2022
Q4 		$6.16M Buy
52,392
+3,355
+7% +$373K 0.11% 62
2022
Q3 		$4.4M Buy
49,037
+10,027
+26% +$1.03M 0.08% 67
2022
Q2 		$3.7M Buy
39,010
+495
+1% +$56.7K 0.06% 75
2022
Q1 		$5.07M Sell
38,515
-95
-0.2% -$13.5K 0.07% 74
2021
Q4 		$6.17M Sell
38,610
-1,675
-4% -$256K 0.09% 69
2021
Q3 		$5.24M Sell
40,285
-5,253
-12% -$684K 0.08% 71
2021
Q2 		$5.94M Sell
45,538
-1,965
-4% -$244K 0.1% 65
2021
Q1 		$5.4M Sell
47,503
-1,727
-4% -$180K 0.09% 65
2020
Q4 		$4.2M Sell
49,230
-4,495
-8% -$343K 0.07% 71
2020
Q3 		$3.48M Buy
53,725
+6,222
+13% +$408K 0.07% 79
2020
Q2 		$3.25M Sell
47,503
-15,750
-25% -$988K 0.07% 75
2020
Q1 		$3.47M Buy
63,253
+155
+0.2% +$18.5K 0.09% 69
2019
Q4 		$9.4M Sell
63,098
-7,325
-10% -$1.1M 0.21% 51
2019
Q3 		$11M Buy
70,423
+11,674
+20% +$1.82M 0.27% 47
2019
Q2 		$9.39M Buy
58,749
+39,514
+205% +$6.81M 0.23% 48
2019
Q1 		$3.5M Buy
19,235
+3,072
+19% +$546K 0.09% 72
2018
Q4 		$2.71M Buy
16,163
+11,633
+257% +$2.08M 0.08% 80
2018
Q3 		$801K Buy
4,530
+665
+17% +$118K 0.02% 144
2018
Q2 		$658K Buy
+3,865
New +$615K 0.02% 149
2016
Q3 		– Sell
-1,400
Closed -$304K – 239
2016
Q2 		$304K Buy
1,400
+400
+40% +$81.6K 0.01% 199
2016
Q1 		$208K Buy
+1,000
New +$192K 0.01% 226
2014
Q1 		– Sell
-18,480
Closed -$2.65M – 234
2013
Q4 		$2.65M Hold
18,480
– – 0.1% 75
2013
Q3 		$2.58M Hold
18,480
– – 0.11% 71
2013
Q2 		$2.75M Buy
+18,480
New +$2.96M 0.11% 73

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 $3.37T AUM 44.26% 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

Everett Harris & Co's SPG Position: Q2 2026 in Review

Everett Harris & Co reduced its Simon Property Group (SPG) stake by 1.9% in Q2 2026, selling an estimated $155K and leaving 38,548 shares worth $8.62M. The position accounts for 0.11% of the portfolio, ranked #60.

Everett Harris & Co first reported a position in SPG in Q2 2013 and has held it in 38 quarters since. The position peaked at $11M in Q3 2019. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Everett Harris & Co held 38,548 shares of Simon Property Group worth $8.62M as of Q2 2026.
  • Everett Harris & Co sold 755 Simon Property Group shares in Q2 2026, an estimated $155K.
  • Simon Property Group made up 0.11% of Everett Harris & Co's portfolio in Q2 2026, its #60 holding.
  • Everett Harris & Co first reported a position in Simon Property Group in Q2 2013 and has held it in 38 quarters since.
  • Everett Harris & Co's Simon Property Group position peaked at $11M in Q3 2019.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.