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

Evergreen 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 Q1	$1.34M	Buy	7,178 +1,315	+22%	+$251K	0.03%	410
2025 Q4	$1.09M	Buy	5,863 +890	+18%	+$162K	0.02%	448
2025 Q3	$933K	Sell	4,973 -15	-0.3%	-$2.59K	0.02%	423
2025 Q2	$802K	Sell	4,988 -180	-3%	-$28.4K	0.02%	416
2025 Q1	$858K	Buy	5,168 +214	+4%	+$37.4K	0.03%	360
2024 Q4	$853K	Sell	4,954 -199	-4%	-$34.9K	0.03%	367
2024 Q3	$871K	Buy	5,153 +3,079	+148%	+$487K	0.03%	350
2024 Q2	$315K	Buy	2,074 +181	+10%	+$26.7K	0.01%	644
2024 Q1	$296K	Buy	1,893 +62	+3%	+$9.09K	0.01%	637
2023 Q4	$261K	Sell	1,831 -2,752	-60%	-$333K	0.01%	655
2023 Q3	$495K	Buy	4,583 +85	+2%	+$9.96K	0.02%	397
2023 Q2	$519K	Buy	+4,498	New	+$490K	0.02%	382
2023 Q1	–	Sell	-2,314	Closed	-$272K	–	755
2022 Q4	$272K	Buy	+2,314	New	+$257K	0.01%	514

Other funds holding SPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evergreen Capital Management's SPG Position: Q1 2026 in Review

Evergreen Capital Management increased its Simon Property Group (SPG) stake by 22% in Q1 2026, buying an estimated $251K and bringing the position to 7,178 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #410.

Evergreen Capital Management first reported a position in SPG in Q4 2022 and has held it in 13 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Evergreen Capital Management held 7,178 shares of Simon Property Group worth $1.34M as of Q1 2026.
Evergreen Capital Management bought 1,315 Simon Property Group shares in Q1 2026, an estimated $251K.
Simon Property Group made up 0.03% of Evergreen Capital Management's portfolio in Q1 2026, its #410 holding.
Evergreen Capital Management first reported a position in Simon Property Group in Q4 2022 and has held it in 13 quarters since.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.