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 |
|---|---|---|---|---|---|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
2,976
shares
|
$543,804
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
2,976
shares
|
$543,804
0.07% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
2,947
shares
|
$538,505
0.14% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
2,944
shares
|
$537,957
0.01% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
2,941
shares
|
$537,408
0.2% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
2,935
shares
|
$536,312
0.19% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Fulcrum Capital LLC
|
Jan 15, 2026 Q4 2025 |
2,929
shares
|
$535,216
0.11% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
2,925
shares
|
$534,485
0.01% of portfolio
|
Q3 2025
Added 30.23%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 22, 2026 Q4 2025 |
2,923
shares
|
$534,119
0.09% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
2,907
shares
|
$531,196
0.52% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 14, 2026 Q4 2025 |
2,898
shares
|
$529,551
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
2,869
shares
|
$524,252
0.01% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,861
shares
|
$522,790
0.01% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,856
shares
|
$521,876
0.02% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,855
shares
|
$521,694
0.05% of portfolio
|
Q3 2025
Reduced 12.98%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
2,840
shares
|
$518,953
0.04% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
2,825
shares
|
$516,212
0.03% of portfolio
|
Q4 2023
Reduced 13.08%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
2,825
shares
|
$516,212
0.05% of portfolio
|
Q4 2025
Added 8.61%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
2,818
shares
|
$514,933
0.02% of portfolio
|
Q4 2025
Added 93.15%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
2,809
shares
|
$513,288
0.02% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
2,807
shares
|
$512,923
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
2,807
shares
|
$512,923
0.0% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
2,793
shares
|
$510,364
0.02% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
2,784
shares
|
$508,720
0.24% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
2,775
shares
|
$507,075
0.28% of portfolio
|
Q3 2024
Reduced 3.48%
|
|