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 |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
8,499
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
8,435
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2025
Reduced 25.66%
|
|
|
Donoghue Forlines LLC
|
Oct 29, 2025 Q3 2025 |
8,300
shares
|
$1.52 Million
0.49% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
8,297
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2025
Added 17.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
8,251
shares
|
$1.51 Million
0.05% of portfolio
|
Q3 2025
Added 172.76%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,221
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Mark Asset Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,095
shares
|
$1.48 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
8,036
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
8,035
shares
|
$1.47 Million
0.42% of portfolio
|
Q4 2025
Reduced 2.99%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
8,002
shares
|
$1.46 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
7,970
shares
|
$1.46 Million
0.03% of portfolio
|
Q4 2025
Added 0.63%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
7,947
shares
|
$1.45 Million
0.83% of portfolio
|
Q4 2025
Added 6.03%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
7,917
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
7,900
shares
|
$1.44 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Presima Inc.
|
Nov 07, 2025 Q3 2025 |
7,894
shares
|
$1.44 Million
0.42% of portfolio
|
Q3 2025
Reduced 31.79%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
7,833
shares
|
$1.43 Million
0.19% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
7,819
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
Added 668.07%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
7,815
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2025
Added 28.77%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
7,798
shares
|
$1.42 Million
0.19% of portfolio
|
Q4 2023
Added 139.86%
|
|
|
Kg&L Capital Management,Llc
|
Jan 22, 2026 Q4 2025 |
7,772
shares
|
$1.42 Million
0.33% of portfolio
|
Q4 2025
Reduced 1.27%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
7,743
shares
|
$1.41 Million
0.08% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,703
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
7,638
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
7,606
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
7,550
shares
|
$1.38 Million
1.18% of portfolio
|
Q2 2025
Reduced 2.58%
|
|