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 |
|---|---|---|---|---|---|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
2,750
shares
|
$502,507
0.07% of portfolio
|
Q3 2025
Added 78.8%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 20, 2026 Q4 2025 |
2,749
shares
|
$502,324
0.2% of portfolio
|
Q4 2025
Added 2.61%
|
|
|
William Allan, LLC
|
Oct 24, 2025 Q3 2025 |
2,744
shares
|
$501,411
0.29% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
2,740
shares
|
$500,680
0.23% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
2,735
shares
|
$499,766
0.18% of portfolio
|
Q2 2025
Added 67.28%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
2,714
shares
|
$495,929
0.02% of portfolio
|
Q4 2025
Added 10.91%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
2,713
shares
|
$495,746
0.39% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,708
shares
|
$494,832
0.05% of portfolio
|
Q1 2025
Reduced 28.83%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
2,701
shares
|
$493,553
0.01% of portfolio
|
Q4 2025
Added 1.54%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Nov 12, 2025 Q3 2025 |
2,700
shares
|
$493,371
0.06% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,699
shares
|
$493,188
0.0% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
2,663
shares
|
$486,609
0.12% of portfolio
|
Q4 2025
Added 5.13%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
2,660
shares
|
$486,061
0.02% of portfolio
|
Q4 2025
Added 2.07%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,656
shares
|
$485,330
0.08% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
2,656
shares
|
$485,330
0.13% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
2,656
shares
|
$485,330
0.04% of portfolio
|
Q3 2025
Reduced 29.77%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
2,649
shares
|
$484,051
0.2% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,648
shares
|
$483,869
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 20, 2026 Q4 2025 |
2,636
shares
|
$481,676
0.16% of portfolio
|
Q4 2025
Reduced 3.97%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
2,575
shares
|
$470,529
0.02% of portfolio
|
Q4 2025
Added 14.34%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
2,571
shares
|
$469,798
0.01% of portfolio
|
Q3 2025
Reduced 12.07%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
2,558
shares
|
$467,423
0.05% of portfolio
|
Q4 2025
Reduced 1.27%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
2,554
shares
|
$466,692
0.02% of portfolio
|
Q1 2025
Reduced 13.54%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
2,550
shares
|
$465,961
0.05% of portfolio
|
Q4 2025
Added 19.61%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
2,539
shares
|
$463,951
0.31% of portfolio
|
Q3 2025
Added 0.55%
|
|