EW
SPG icon

Evoke Wealth’s Simon Property Group SPG Stock Holding History

Evoke 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
2026
Q1 		– Sell
-1,118
Closed -$207K – 753
2025
Q4 		$207K Buy
+1,118
New +$203K ﹤0.01% 624
2022
Q4 		– Sell
-193
Closed -$17K – 1033
2022
Q3 		$17K Buy
193
+12
+7% +$1.23K ﹤0.01% 668
2022
Q2 		$17K Sell
181
-32
-15% -$3.67K ﹤0.01% 687
2022
Q1 		$28K Sell
213
-1,971
-90% -$281K ﹤0.01% 600
2021
Q4 		$349K Hold
2,184
– – 0.01% 283
2021
Q3 		$283K Hold
2,184
– – 0.01% 294
2021
Q2 		$285K Sell
2,184
-40
-2% -$4.97K 0.01% 301
2021
Q1 		$253K Buy
2,224
+37
+2% +$3.86K 0.01% 276
2020
Q4 		$189K Buy
2,187
+100
+5% +$7.64K 0.01% 240
2020
Q3 		$135K Sell
2,087
-9
-0.4% -$590 0.01% 248
2020
Q2 		$143K Buy
2,096
+632
+43% +$39.6K 0.01% 231
2020
Q1 		$80.3K Buy
1,464
+514
+54% +$61.5K 0.01% 290
2019
Q4 		$142K Buy
950
+298
+46% +$44.7K 0.02% 274
2019
Q3 		$102K Buy
+652
New +$101K 0.01% 360

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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

Evoke Wealth's SPG Position: Q1 2026 in Review

Evoke Wealth sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 1,118 shares — an estimated $207K sold.

Evoke Wealth first reported a position in SPG in Q3 2019 and held it in 14 quarters. The position peaked at $349K in Q4 2021. 1,310 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Evoke Wealth reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
  • Evoke Wealth sold 1,118 Simon Property Group shares in Q1 2026, an estimated $207K.
  • Evoke Wealth first reported a position in Simon Property Group in Q3 2019 and held it in 14 quarters.
  • Evoke Wealth's Simon Property Group position peaked at $349K in Q4 2021.
  • 1,310 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.