EPW
SPG icon

Evergreen Private Wealth’s Simon Property Group SPG Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-14
Closed -$2.63K – 205
2025
Q3 		$2.63K Hold
14
– – ﹤0.01% 208
2025
Q2 		$2.25K Buy
+14
New +$2.21K ﹤0.01% 238

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evergreen Private Wealth's SPG Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 14 shares — an estimated $2.63K sold.

Evergreen Private Wealth first reported a position in SPG in Q2 2025 and held it in 2 quarters. The position peaked at $2.63K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 14 Simon Property Group shares in Q4 2025, an estimated $2.63K.
  • Evergreen Private Wealth first reported a position in Simon Property Group in Q2 2025 and held it in 2 quarters.
  • Evergreen Private Wealth's Simon Property Group position peaked at $2.63K in Q3 2025.
  • 1,290 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.