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 |
|---|---|---|---|---|---|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
2,055
shares
|
$375,510
0.0% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,053
shares
|
$375,144
0.0% of portfolio
|
Q2 2025
Added 20.2%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Jan 15, 2026 Q4 2025 |
2,042
shares
|
$373,134
0.22% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Jan 21, 2026 Q4 2025 |
2,033
shares
|
$371,490
0.32% of portfolio
|
Q4 2025
Added 2.32%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
2,025
shares
|
$370,028
0.08% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
2,016
shares
|
$368,383
0.0% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
2,013
shares
|
$367,835
0.12% of portfolio
|
Q3 2025
Reduced 28.82%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Dec 12, 2025 Q3 2025 |
2,000
shares
|
$365,460
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 30, 2025 Q3 2025 |
1,988
shares
|
$363,267
0.09% of portfolio
|
Q3 2025
Reduced 23.95%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,969
shares
|
$359,795
0.03% of portfolio
|
Q3 2025
Added 48.6%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
1,964
shares
|
$358,881
0.01% of portfolio
|
Q3 2025
Added 19.32%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,954
shares
|
$357,054
0.1% of portfolio
|
Q4 2022
Reduced 50.43%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,945
shares
|
$355,409
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
1,934
shares
|
$353,399
0.07% of portfolio
|
Q3 2025
Added 20.27%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
1,932
shares
|
$353,034
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
1,932
shares
|
$353,034
0.06% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
1,919
shares
|
$350,658
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
1,915
shares
|
$349,927
0.2% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,903
shares
|
$347,735
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
1,895
shares
|
$346,273
0.03% of portfolio
|
Q4 2025
Reduced 1.04%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,891
shares
|
$345,542
0.0% of portfolio
|
Q2 2024
Reduced 11.3%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
1,878
shares
|
$343,166
0.19% of portfolio
|
Q3 2025
Added 22.91%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
1,876
shares
|
$342,801
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,863
shares
|
$340,425
0.02% of portfolio
|
Q2 2023
Added 13.39%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
1,852
shares
|
$338,415
0.03% of portfolio
|
Q3 2025
Reduced 3.14%
|
|