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 |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
2,535
shares
|
$463,220
0.01% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
2,535
shares
|
$463,220
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,531
shares
|
$462,489
0.0% of portfolio
|
Q2 2023
Reduced 7.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,531
shares
|
$462,489
0.0% of portfolio
|
Q3 2025
Added 36.81%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 15, 2026 Q4 2025 |
2,527
shares
|
$461,758
0.02% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
2,511
shares
|
$458,835
0.11% of portfolio
|
Q3 2025
Added 24.25%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
2,508
shares
|
$458,286
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
2,500
shares
|
$456,825
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
2,500
shares
|
$456,825
0.05% of portfolio
|
Q2 2025
Reduced 19.35%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
2,481
shares
|
$453,353
0.03% of portfolio
|
Q3 2025
Reduced 39.52%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
2,464
shares
|
$450,246
0.22% of portfolio
|
Q3 2022
Reduced 93.73%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
2,450
shares
|
$447,688
0.08% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
2,435
shares
|
$444,947
0.01% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
2,425
shares
|
$443,120
0.07% of portfolio
|
Q3 2025
Reduced 22.92%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
2,414
shares
|
$441,110
0.05% of portfolio
|
Q4 2025
Added 2.37%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
2,401
shares
|
$438,734
0.31% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
2,400
shares
|
$438,552
0.03% of portfolio
|
Q2 2025
Reduced 67.74%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 12, 2026 Q4 2025 |
2,400
shares
|
$438,552
0.14% of portfolio
|
Q4 2022
Reduced 29.41%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
2,394
shares
|
$437,455
0.01% of portfolio
|
Q3 2025
Added 42.58%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
2,383
shares
|
$435,445
0.01% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
2,379
shares
|
$434,714
0.21% of portfolio
|
Q3 2025
Reduced 43.45%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,377
shares
|
$434,349
0.02% of portfolio
|
Q3 2023
Reduced 7.51%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,376
shares
|
$434,166
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
2,373
shares
|
$433,618
0.06% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 15, 2026 Q4 2025 |
2,372
shares
|
$433,435
0.07% of portfolio
|
Q3 2025
Added 1.19%
|
|