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 1,407 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 |
|---|---|---|---|---|---|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
24,557
shares
|
$4.49 Million
0.1% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Naviter Wealth, LLC
|
Jan 21, 2026 Q4 2025 |
24,378
shares
|
$4.45 Million
0.6% of portfolio
|
Q4 2025
Reduced 7.62%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
24,304
shares
|
$4.44 Million
0.01% of portfolio
|
Q3 2025
Added 13.83%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
24,211
shares
|
$4.42 Million
0.07% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jan 14, 2026 Q4 2025 |
24,102
shares
|
$4.4 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
24,010
shares
|
$4.39 Million
0.03% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
23,866
shares
|
$4.36 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
23,821
shares
|
$4.35 Million
0.02% of portfolio
|
Q2 2023
Reduced 56.27%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
23,819
shares
|
$4.35 Million
0.32% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
23,731
shares
|
$4.34 Million
0.06% of portfolio
|
Q4 2025
Added 0.46%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
23,688
shares
|
$4.33 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
23,255
shares
|
$4.25 Million
1.64% of portfolio
|
Q3 2025
Reduced 21.32%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
23,116
shares
|
$4.22 Million
0.07% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
22,835
shares
|
$4.17 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Mc Ginn Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
22,624
shares
|
$4.13 Million
2.49% of portfolio
|
Q3 2025
Reduced 24.9%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
22,174
shares
|
$4.05 Million
0.31% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
22,159
shares
|
$4.05 Million
0.15% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
American Assets Capital Advisers, LLC
|
Nov 04, 2025 Q3 2025 |
22,028
shares
|
$4.03 Million
4.76% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Sam Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
21,731
shares
|
$3.97 Million
1.32% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
21,673
shares
|
$3.96 Million
0.04% of portfolio
|
Q3 2025
Reduced 39.27%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
21,624
shares
|
$3.95 Million
0.54% of portfolio
|
Q3 2025
Reduced 12.54%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
21,541
shares
|
$3.94 Million
0.02% of portfolio
|
Q3 2025
Reduced 46.5%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2026 Q4 2025 |
21,500
shares
|
$3.93 Million
0.13% of portfolio
|
Q1 2022
Added 43.33%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
21,463
shares
|
$3.92 Million
0.02% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
21,302
shares
|
$3.89 Million
0.02% of portfolio
|
Q3 2025
Reduced 68.54%
|
|