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Evernest Financial Advisors’s Simon Property Group SPG Stock Holding History

Evernest Financial Advisors’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 		$276K Sell
1,235
-450
-27% -$92.6K 0.06% 158
2026
Q1 		$339K Buy
+1,685
New +$321K 0.07% 139

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

Evernest Financial Advisors's SPG Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Simon Property Group (SPG) stake by 27% in Q2 2026, selling an estimated $92.6K and leaving 1,235 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #158.

Evernest Financial Advisors first reported a position in SPG in Q1 2026 and has held it in 2 quarters since. The position peaked at $339K in Q1 2026. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Evernest Financial Advisors held 1,235 shares of Simon Property Group worth $276K as of Q2 2026.
  • Evernest Financial Advisors sold 450 Simon Property Group shares in Q2 2026, an estimated $92.6K.
  • Simon Property Group made up 0.06% of Evernest Financial Advisors's portfolio in Q2 2026, its #158 holding.
  • Evernest Financial Advisors first reported a position in Simon Property Group in Q1 2026 and has held it in 2 quarters since.
  • Evernest Financial Advisors's Simon Property Group position peaked at $339K in Q1 2026.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.