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 |
|---|---|---|---|---|---|
|
Zimmer Partners, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,503
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2025
Reduced 65.78%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
7,502
shares
|
$1.37 Million
0.09% of portfolio
|
Q4 2025
Added 1.11%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
7,389
shares
|
$1.35 Million
0.05% of portfolio
|
Q4 2025
Added 2.6%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
7,319
shares
|
$1.34 Million
0.08% of portfolio
|
Q2 2025
Reduced 28.8%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
7,300
shares
|
$1.33 Million
0.37% of portfolio
|
Q3 2025
Added 8.96%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
7,200
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
7,200
shares
|
$1.32 Million
1.14% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
7,187
shares
|
$1.31 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 31, 2025 Q3 2025 |
7,170
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2025
Added 15.05%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
7,164
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 21.53%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
7,161
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2025
Added 8.57%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 27, 2025 Q3 2025 |
7,150
shares
|
$1.31 Million
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 03, 2025 Q3 2025 |
7,000
shares
|
$1.28 Million
0.28% of portfolio
|
Q2 2018
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
7,000
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,996
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
6,970
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2022
Added 14.11%
|
|
|
Assenagon Asset Management S.A.
|
Jan 09, 2026 Q4 2025 |
6,969
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
6,942
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 21, 2026 Q4 2025 |
6,936
shares
|
$1.27 Million
0.17% of portfolio
|
Q4 2025
Added 9.5%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
6,905
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
6,835
shares
|
$1.25 Million
0.23% of portfolio
|
Q3 2025
Reduced 20.67%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
6,820
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
6,819
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2025
Added 121.11%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,804
shares
|
$1.24 Million
0.17% of portfolio
|
Q4 2022
Reduced 15.79%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,804
shares
|
$1.24 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|