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Everhart Financial Group’s Simon Property Group SPG Stock Holding History

Everhart Financial Group’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 		$1.34M Sell
5,990
-142
-2% -$29.2K 0.09% 125
2026
Q1 		$1.14M Buy
6,132
+789
+15% +$150K 0.1% 145
2025
Q4 		$989K Buy
5,343
+593
+12% +$108K 0.09% 156
2025
Q3 		$891K Buy
4,750
+808
+20% +$139K 0.09% 163
2025
Q2 		$634K Buy
3,942
+64
+2% +$10.1K 0.07% 195
2025
Q1 		$644K Buy
3,878
+320
+9% +$55.9K 0.09% 162
2024
Q4 		$613K Buy
3,558
+229
+7% +$40.2K 0.13% 158
2024
Q3 		$563K Buy
3,329
+480
+17% +$76K 0.12% 180
2024
Q2 		$432K Buy
2,849
+507
+22% +$74.7K 0.11% 177
2024
Q1 		$367K Buy
2,342
+537
+30% +$78.7K 0.11% 193
2023
Q4 		$257K Buy
+1,805
New +$218K 0.09% 205

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Everhart Financial Group's SPG Position: Q2 2026 in Review

Everhart Financial Group reduced its Simon Property Group (SPG) stake by 2.3% in Q2 2026, selling an estimated $29.2K and leaving 5,990 shares worth $1.34M. The position accounts for 0.09% of the portfolio, ranked #125.

Everhart Financial Group first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. 192 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Everhart Financial Group held 5,990 shares of Simon Property Group worth $1.34M as of Q2 2026.
  • Everhart Financial Group sold 142 Simon Property Group shares in Q2 2026, an estimated $29.2K.
  • Simon Property Group made up 0.09% of Everhart Financial Group's portfolio in Q2 2026, its #125 holding.
  • Everhart Financial Group first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
  • 192 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.