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Evolution Wealth Management’s Simon Property Group SPG Stock Holding History

Evolution Wealth Management’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 		$70.9K Hold
317
– – 0.04% 263
2026
Q1 		$59.1K Hold
317
– – 0.04% 242
2025
Q4 		$58.7K Hold
317
– – 0.05% 223
2025
Q3 		$59.5K Hold
317
– – 0.06% 188
2025
Q2 		$51K Buy
+317
New +$50.1K 0.06% 177

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

Evolution Wealth Management's SPG Position: Q2 2026 in Review

Evolution Wealth Management held its Simon Property Group (SPG) position steady in Q2 2026 at 317 shares worth $70.9K. The position accounts for 0.04% of the portfolio, ranked #263.

Evolution Wealth Management first reported a position in SPG in Q2 2025 and has held it in 5 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Evolution Wealth Management held 317 shares of Simon Property Group worth $70.9K as of Q2 2026.
  • Evolution Wealth Management left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.04% of Evolution Wealth Management's portfolio in Q2 2026, its #263 holding.
  • Evolution Wealth Management first reported a position in Simon Property Group in Q2 2025 and has held it in 5 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.