EWA
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EverSource Wealth Advisors’s Simon Property Group SPG Stock Holding History

EverSource Wealth 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 		$560K Sell
2,505
-698
-22% -$144K 0.02% 527
2026
Q1 		$597K Buy
3,203
+251
+9% +$47.9K 0.02% 531
2025
Q4 		$547K Buy
2,952
+96
+3% +$17.4K 0.02% 511
2025
Q3 		$536K Buy
2,856
+259
+10% +$44.7K 0.02% 475
2025
Q2 		$418K Buy
2,597
+637
+33% +$101K 0.02% 523
2025
Q1 		$326K Sell
1,960
-69
-3% -$12.1K 0.02% 493
2024
Q4 		$349K Buy
2,029
+107
+6% +$18.8K 0.02% 462
2024
Q3 		$325K Buy
1,922
+40
+2% +$6.33K 0.02% 426
2024
Q2 		$289K Buy
1,882
+17
+0.9% +$2.5K 0.02% 447
2024
Q1 		$262K Sell
1,865
-39
-2% -$5.72K 0.02% 416
2023
Q4 		$272K Sell
1,904
-6,200
-77% -$749K 0.02% 363
2023
Q3 		$875K Sell
8,104
-1,229
-13% -$144K 0.09% 167
2023
Q2 		$1.08M Buy
9,333
+3,666
+65% +$399K 0.12% 152
2023
Q1 		$635K Buy
5,667
+278
+5% +$33.2K 0.08% 189
2022
Q4 		$633K Buy
5,389
+5,009
+1,318% +$557K 0.1% 170
2022
Q3 		$35K Sell
380
-84
-18% -$8.59K 0.01% 732
2022
Q2 		$44K Buy
464
+192
+71% +$22K 0.01% 654
2022
Q1 		$36K Buy
272
+81
+42% +$11.5K 0.01% 529
2021
Q4 		$30K Buy
+191
New +$29.2K 0.01% 536

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

EverSource Wealth Advisors's SPG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Simon Property Group (SPG) stake by 22% in Q2 2026, selling an estimated $144K and leaving 2,505 shares worth $560K. The position accounts for 0.02% of the portfolio, ranked #527.

EverSource Wealth Advisors first reported a position in SPG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.08M in Q2 2023. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • EverSource Wealth Advisors held 2,505 shares of Simon Property Group worth $560K as of Q2 2026.
  • EverSource Wealth Advisors sold 698 Simon Property Group shares in Q2 2026, an estimated $144K.
  • Simon Property Group made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #527 holding.
  • EverSource Wealth Advisors first reported a position in Simon Property Group in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Simon Property Group position peaked at $1.08M in Q2 2023.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.