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 Q2	$1.38M	Sell	6,185 -993	-14%	-$204K	0.02%	426
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 $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

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

Evergreen Capital Management reduced its Simon Property Group (SPG) stake by 14% in Q2 2026, selling an estimated $204K and leaving 6,185 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #426.

Evergreen Capital Management first reported a position in SPG in Q4 2022 and has held it in 14 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Evergreen Capital Management held 6,185 shares of Simon Property Group worth $1.38M as of Q2 2026.
Evergreen Capital Management sold 993 Simon Property Group shares in Q2 2026, an estimated $204K.
Simon Property Group made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #426 holding.
Evergreen Capital Management first reported a position in Simon Property Group in Q4 2022 and has held it in 14 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.