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Evolve Private Wealth’s Simon Property Group SPG Stock Holding History

Evolve Private 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
Q2 		$2.85M Sell
12,750
-3,004
-19% -$618K 0.17% 111
2026
Q1 		$2.94M Sell
15,754
-50
-0.3% -$9.54K 0.16% 123
2025
Q4 		$2.93M Buy
+15,804
New +$2.87M 0.17% 108

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

Evolve Private Wealth's SPG Position: Q2 2026 in Review

Evolve Private Wealth reduced its Simon Property Group (SPG) stake by 19% in Q2 2026, selling an estimated $618K and leaving 12,750 shares worth $2.85M. The position accounts for 0.17% of the portfolio, ranked #111.

Evolve Private Wealth first reported a position in SPG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.94M in Q1 2026. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Evolve Private Wealth held 12,750 shares of Simon Property Group worth $2.85M as of Q2 2026.
  • Evolve Private Wealth sold 3,004 Simon Property Group shares in Q2 2026, an estimated $618K.
  • Simon Property Group made up 0.17% of Evolve Private Wealth's portfolio in Q2 2026, its #111 holding.
  • Evolve Private Wealth first reported a position in Simon Property Group in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Simon Property Group position peaked at $2.94M in Q1 2026.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.