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 |
|---|---|---|---|---|---|
|
Del Sette Capital Management, LLC
|
Nov 18, 2025 Q3 2025 |
18,049
shares
|
$3.3 Million
2.25% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
18,035
shares
|
$3.3 Million
0.04% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
17,820
shares
|
$3.26 Million
0.02% of portfolio
|
Q4 2022
Added 62.43%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
17,649
shares
|
$3.23 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
17,269
shares
|
$3.16 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.25%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
17,132
shares
|
$3.13 Million
0.07% of portfolio
|
Q3 2023
Added 12.84%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
16,918
shares
|
$3.09 Million
0.02% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Spirit Of America Management Corp
|
Jan 15, 2026 Q4 2025 |
16,850
shares
|
$3.08 Million
0.66% of portfolio
|
Q4 2025
Reduced 6.13%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,850
shares
|
$3.08 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
16,779
shares
|
$3.07 Million
0.01% of portfolio
|
Q3 2025
Added 40.67%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
16,704
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Louisiana State Employees Retirement System
|
Jan 16, 2026 Q4 2025 |
16,700
shares
|
$3.05 Million
0.06% of portfolio
|
Q4 2025
Reduced 2.34%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Oct 30, 2025 Q3 2025 |
16,633
shares
|
$3.04 Million
0.04% of portfolio
|
Q3 2025
Added 12.62%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
16,588
shares
|
$3.03 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
16,325
shares
|
$2.98 Million
0.07% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
16,071
shares
|
$2.94 Million
0.04% of portfolio
|
Q4 2025
Reduced 9.57%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
16,035
shares
|
$2.93 Million
0.58% of portfolio
|
Q3 2025
Added 545.79%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
15,755
shares
|
$2.88 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
15,720
shares
|
$2.87 Million
0.38% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Nov 10, 2025 Q3 2025 |
15,500
shares
|
$2.83 Million
0.53% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
15,397
shares
|
$2.81 Million
1.16% of portfolio
|
Q4 2025
Reduced 1.02%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
15,352
shares
|
$2.81 Million
0.1% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Nov 17, 2025 Q3 2025 |
15,149
shares
|
$2.77 Million
1.86% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
15,106
shares
|
$2.76 Million
0.03% of portfolio
|
Q3 2025
Reduced 37.11%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
14,972
shares
|
$2.74 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.17%
|
|