EVERGREEN CAPITAL MANAGEMENT LLC

Position in SPG — Simon Property Group Inc.

CIK 1260824 Bellevue, WA

Position in SPG

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,383,274

+$44,363 QoQ

Shares Held

6,185

-13.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#566

of 1,353 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 1% Shared 99% None 0%

Real Estate · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $17,929,208 across 14 REIT - Retail names. SPG ranks #2 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	165,196	$10,235,544
2	SPG	Simon Property Group Inc. This page	6,185	$1,383,274
3	KRG	Kite Realty Group Trust	41,758	$1,185,092
4	NNN	Nnn REIT, Inc.	20,921	$973,454
5	MAC	Macerich Co	35,532	$895,051
6	REG	Regency Centers Corp	9,180	$732,012
7	CURB	Curbline Properties Corp.	14,385	$437,304
8	BFS	Saul Centers, Inc.	11,506	$430,209

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,383,274	6,185	-13.8%	Shares	Other	2026-07-23
2026-03-31	$1,338,911	7,178	+22.4%	Shares	Other	2026-05-14
2025-12-31	$1,085,299	5,863	+17.9%	Shares	Sole	2026-01-27
2025-09-30	$933,282	4,973	-0.3%	Shares	Other	2025-10-28
2025-06-30	$801,870	4,988	-3.5%	Shares	Sole	2025-08-14
2025-03-31	$858,301	5,168	+4.3%	Shares	Other	2025-05-15
2024-12-31	$853,127	4,954	-3.9%	Shares	Sole	2025-02-13
2024-09-30	$870,959	5,153	+148.5%	Shares	Other	2024-11-14
2024-06-30	$314,833	2,074	+9.6%	Shares	Sole	2024-08-14
2024-03-31	$296,235	1,893	+3.4%	Shares	Sole	2024-05-15
2023-12-31	$261,173	1,831	-60.0%	Shares	Other	2024-02-14
2023-09-30	$495,101	4,583	+1.9%	Shares	Other	2023-11-14
2023-06-30	$519,428	4,498	+94.4%	Shares	Sole	2023-08-14
2022-12-31	$271,848	2,314	—	Shares	Other	2023-02-14
No filing history on record for this holder in this stock.