Institutional Ownership Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG). We have compiled data on the 1,404 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $52.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
29,938
shares
|
$5.47 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
29,911
shares
|
$5.47 Million
0.67% of portfolio
|
Q4 2025
Added 2.92%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
29,427
shares
|
$5.38 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
29,268
shares
|
$5.35 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
28,865
shares
|
$5.27 Million
1.04% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
28,628
shares
|
$5.23 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 17, 2025 Q3 2025 |
28,566
shares
|
$5.22 Million
0.02% of portfolio
|
Q3 2025
Added 777.6%
|
|
|
Vanderbilt University
Nashville, TN |
Jan 21, 2026 Q4 2025 |
28,483
shares
|
$5.2 Million
0.9% of portfolio
|
Q4 2025
Reduced 0.57%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
28,440
shares
|
$5.2 Million
0.13% of portfolio
|
Q4 2025
Added 19.51%
|
|
|
Bruni J V & CO
|
Nov 10, 2025 Q3 2025 |
28,093
shares
|
$5.13 Million
0.62% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
27,396
shares
|
$5.01 Million
0.06% of portfolio
|
Q3 2025
Reduced 55.65%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 07, 2025 Q3 2025 |
27,300
shares
|
$4.99 Million
0.06% of portfolio
|
Q2 2025
Added 76.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
27,260
shares
|
$4.98 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
26,856
shares
|
$4.91 Million
0.14% of portfolio
|
Q3 2025
Added 15.66%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
26,801
shares
|
$4.9 Million
0.35% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Kepler Cheuvreux (Suisse) Sa
Nyon, |
Nov 13, 2025 Q3 2025 |
26,537
shares
|
$4.85 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
26,440
shares
|
$4.83 Million
1.36% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
25,966
shares
|
$4.74 Million
0.01% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
25,808
shares
|
$4.72 Million
0.07% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
25,486
shares
|
$4.66 Million
0.01% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
25,191
shares
|
$4.6 Million
0.01% of portfolio
|
Q3 2025
Added 12.96%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
25,071
shares
|
$4.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 56.53%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
25,033
shares
|
$4.57 Million
0.2% of portfolio
|
Q3 2022
New holding
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
24,919
shares
|
$4.55 Million
0.09% of portfolio
|
Q3 2025
Added 30.99%
|
|
|
Burney CO
Reston, VA |
Jan 23, 2026 Q4 2025 |
24,894
shares
|
$4.55 Million
0.17% of portfolio
|
Q4 2025
Reduced 31.09%
|
|