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 |
|---|---|---|---|---|---|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
5,072
shares
|
$926,806
0.03% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
5,060
shares
|
$924,613
0.3% of portfolio
|
Q4 2025
Reduced 29.33%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
5,058
shares
|
$924,248
0.07% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
5,037
shares
|
$920,411
0.16% of portfolio
|
Q4 2025
Reduced 2.4%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,031
shares
|
$919,314
0.02% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
American Assets Inc
|
Nov 05, 2025 Q3 2025 |
5,000
shares
|
$913,650
0.3% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
4,973
shares
|
$908,716
0.02% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
4,971
shares
|
$908,350
0.07% of portfolio
|
Q3 2025
Reduced 13.19%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
4,954
shares
|
$905,244
0.19% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
4,928
shares
|
$900,493
0.04% of portfolio
|
Q3 2025
Added 24.19%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
4,903
shares
|
$895,925
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
4,898
shares
|
$895,011
0.01% of portfolio
|
Q4 2025
Added 25.65%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
4,892
shares
|
$893,915
0.06% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
4,845
shares
|
$885,326
0.02% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
4,832
shares
|
$882,951
0.05% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,800
shares
|
$877,104
0.08% of portfolio
|
Q3 2025
Reduced 64.71%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
4,796
shares
|
$876,373
0.0% of portfolio
|
Q3 2025
Reduced 83.21%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
4,761
shares
|
$869,977
0.02% of portfolio
|
Q3 2025
Reduced 34.46%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
4,731
shares
|
$864,495
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
4,731
shares
|
$864,495
0.24% of portfolio
|
Q3 2025
Reduced 22.62%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
4,713
shares
|
$861,206
0.04% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
4,711
shares
|
$860,841
0.02% of portfolio
|
Q3 2025
Reduced 12.71%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
4,630
shares
|
$846,039
0.13% of portfolio
|
Q3 2025
Reduced 46.87%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
4,615
shares
|
$843,298
0.1% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
4,605
shares
|
$841,471
0.03% of portfolio
|
Q3 2025
Reduced 16.52%
|
|