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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
21,132
shares
|
$3.86 Million
0.01% of portfolio
|
Q3 2025
Added 65.57%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
21,128
shares
|
$3.86 Million
1.86% of portfolio
|
Q3 2024
Reduced 12.38%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
21,121
shares
|
$3.86 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
21,066
shares
|
$3.85 Million
0.02% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
20,798
shares
|
$3.8 Million
0.27% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
20,630
shares
|
$3.77 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
20,366
shares
|
$3.72 Million
0.02% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
20,341
shares
|
$3.72 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
20,140
shares
|
$3.68 Million
0.06% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
20,047
shares
|
$3.66 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Bdf Gestion
Paris, I0 |
Jan 09, 2026 Q4 2025 |
20,021
shares
|
$3.66 Million
0.45% of portfolio
|
Q4 2025
Reduced 6.25%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
19,882
shares
|
$3.63 Million
0.12% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
19,853
shares
|
$3.63 Million
0.25% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
19,841
shares
|
$3.63 Million
0.03% of portfolio
|
Q4 2025
Added 5.49%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
19,738
shares
|
$3.61 Million
0.09% of portfolio
|
Q3 2025
Added 155.44%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
19,597
shares
|
$3.58 Million
0.07% of portfolio
|
Q3 2025
Reduced 38.02%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
19,517
shares
|
$3.57 Million
0.16% of portfolio
|
Q4 2024
Added 181.75%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
19,335
shares
|
$3.53 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
19,171
shares
|
$3.5 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
19,162
shares
|
$3.5 Million
0.83% of portfolio
|
Q3 2025
New holding
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2025 Q3 2025 |
19,148
shares
|
$3.5 Million
1.08% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
19,133
shares
|
$3.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.33%
|
|
|
Hartford Investment Management CO
|
Nov 04, 2025 Q3 2025 |
19,099
shares
|
$3.49 Million
0.11% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Pensionfund Sabic
|
Jan 12, 2026 Q4 2025 |
18,706
shares
|
$3.42 Million
0.94% of portfolio
|
Q4 2025
Reduced 2.6%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
18,501
shares
|
$3.38 Million
0.29% of portfolio
|
Q3 2025
Reduced 32.92%
|
|