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 |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
2,176
shares
|
$397,620
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,170
shares
|
$396,524
0.1% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
2,168
shares
|
$396,158
0.01% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
2,167
shares
|
$395,975
0.0% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,157
shares
|
$394,148
0.02% of portfolio
|
Q3 2025
Reduced 44.39%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,155
shares
|
$393,783
0.01% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
2,148
shares
|
$392,504
0.03% of portfolio
|
Q4 2025
Added 48.75%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
2,143
shares
|
$391,590
0.07% of portfolio
|
Q3 2025
Reduced 15.83%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,108
shares
|
$385,194
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
2,104
shares
|
$384,463
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
2,100
shares
|
$383,733
0.0% of portfolio
|
Q3 2025
Reduced 72.73%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 10, 2025 Q3 2025 |
2,100
shares
|
$383,733
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 23, 2026 Q4 2025 |
2,094
shares
|
$382,636
0.05% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,093
shares
|
$382,453
0.02% of portfolio
|
Q4 2023
Added 2.15%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
2,089
shares
|
$381,722
0.01% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
2,089
shares
|
$381,722
0.02% of portfolio
|
Q3 2025
Reduced 63.13%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
2,089
shares
|
$381,722
0.03% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
2,084
shares
|
$380,809
0.14% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
2,078
shares
|
$379,712
0.02% of portfolio
|
Q4 2025
Added 1.37%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
2,076
shares
|
$379,347
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,074
shares
|
$378,982
0.01% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Kaizen Financial Strategies
|
Jan 20, 2026 Q4 2025 |
2,068
shares
|
$377,885
0.18% of portfolio
|
Q4 2025
Reduced 9.81%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
2,067
shares
|
$377,702
0.17% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,065
shares
|
$377,337
0.0% of portfolio
|
Q3 2025
Added 13.96%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
2,062
shares
|
$376,789
0.09% of portfolio
|
Q3 2025
Added 0.34%
|
|