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 |
|---|---|---|---|---|---|
|
Rs Crum Inc.
|
Nov 12, 2025 Q3 2025 |
3,726
shares
|
$680,851
0.16% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
3,714
shares
|
$678,659
0.05% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
3,697
shares
|
$675,552
0.11% of portfolio
|
Q3 2025
Added 12.1%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
3,630
shares
|
$663,309
0.02% of portfolio
|
Q4 2025
Reduced 1.94%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
3,620
shares
|
$661,482
0.23% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
3,599
shares
|
$657,645
0.05% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
3,595
shares
|
$656,914
0.04% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
3,590
shares
|
$656,000
0.47% of portfolio
|
Q3 2025
Reduced 11.69%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
3,585
shares
|
$655,087
0.27% of portfolio
|
Q1 2025
Added 32.29%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
3,583
shares
|
$654,721
0.07% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
3,572
shares
|
$652,711
0.12% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,532
shares
|
$645,402
0.0% of portfolio
|
Q3 2025
Reduced 97.3%
|
|
|
Schulhoff & CO Inc
|
Nov 10, 2025 Q3 2025 |
3,531
shares
|
$645,219
0.3% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,514
shares
|
$642,113
0.04% of portfolio
|
Q3 2022
Added 7.56%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Oct 14, 2025 Q3 2025 |
3,512
shares
|
$641,747
0.01% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
3,459
shares
|
$632,063
0.31% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,407
shares
|
$622,561
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
3,403
shares
|
$621,830
0.03% of portfolio
|
Q3 2023
Added 0.89%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
3,383
shares
|
$618,175
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
3,376
shares
|
$616,896
0.02% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
3,355
shares
|
$613,059
0.01% of portfolio
|
Q4 2025
Added 10.98%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
3,304
shares
|
$603,739
0.01% of portfolio
|
Q4 2025
Added 1.66%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 07, 2025 Q3 2025 |
3,300
shares
|
$603,009
0.17% of portfolio
|
Q2 2020
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,285
shares
|
$600,268
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ttp Investments, Inc.
|
Oct 14, 2025 Q3 2025 |
3,275
shares
|
$598,440
0.25% of portfolio
|
Q3 2025
Reduced 5.32%
|
|