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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
10,135
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,085
shares
|
$1.84 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,058
shares
|
$1.84 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
9,997
shares
|
$1.83 Million
0.07% of portfolio
|
Q4 2025
Reduced 6.11%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
9,953
shares
|
$1.82 Million
0.09% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
9,877
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
9,789
shares
|
$1.79 Million
0.05% of portfolio
|
Q3 2025
Reduced 46.47%
|
|
|
Tema Etfs LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
9,774
shares
|
$1.79 Million
0.14% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
9,684
shares
|
$1.77 Million
0.36% of portfolio
|
Q3 2025
Reduced 40.56%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
9,619
shares
|
$1.76 Million
0.44% of portfolio
|
Q4 2025
Added 26.38%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
9,519
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 75.88%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
9,419
shares
|
$1.72 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
9,409
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
9,398
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
9,029
shares
|
$1.65 Million
0.68% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
8,971
shares
|
$1.64 Million
0.39% of portfolio
|
Q3 2025
Added 17.67%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 21, 2026 Q4 2025 |
8,880
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2025
Reduced 1.56%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
8,862
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2025
Reduced 23.22%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
8,804
shares
|
$1.61 Million
0.11% of portfolio
|
Q3 2025
Added 29.47%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
8,673
shares
|
$1.58 Million
0.06% of portfolio
|
Q4 2025
Added 16.03%
|
|
|
In Track Investment Management Inc
|
Jan 14, 2026 Q4 2025 |
8,663
shares
|
$1.58 Million
1.0% of portfolio
|
Q4 2025
Added 4.73%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
8,618
shares
|
$1.57 Million
0.48% of portfolio
|
Q3 2025
Added 51.7%
|
|
|
Affinity Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
8,546
shares
|
$1.56 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8,542
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
8,526
shares
|
$1.56 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.09%
|
|