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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
1,307
shares
|
$238,828
0.01% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,305
shares
|
$238,462
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
1,294
shares
|
$236,452
0.09% of portfolio
|
Q1 2025
Added 100.93%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
1,290
shares
|
$235,721
0.01% of portfolio
|
Q3 2025
Added 1915.63%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
1,287
shares
|
$235,173
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
1,284
shares
|
$234,625
0.09% of portfolio
|
Q4 2025
Reduced 22.51%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
1,282
shares
|
$234,259
0.0% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
1,280
shares
|
$233,894
0.1% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
1,275
shares
|
$232,980
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
1,263
shares
|
$230,787
0.02% of portfolio
|
Q3 2025
Reduced 61.02%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
1,255
shares
|
$229,326
0.01% of portfolio
|
Q3 2025
Reduced 22.05%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
1,254
shares
|
$229,143
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Socha Financial Group, LLC
Corning, NY |
Oct 30, 2025 Q3 2025 |
1,250
shares
|
$228,412
0.1% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
1,247
shares
|
$227,864
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
1,230
shares
|
$224,757
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jan 23, 2026 Q4 2025 |
1,229
shares
|
$224,575
0.03% of portfolio
|
Q4 2025
Reduced 22.22%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
1,224
shares
|
$223,661
0.03% of portfolio
|
Q3 2025
Reduced 27.87%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,211
shares
|
$221,286
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
1,207
shares
|
$220,555
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
1,205
shares
|
$220,189
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,203
shares
|
$219,824
0.0% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,199
shares
|
$219,093
0.0% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 21, 2026 Q4 2025 |
1,198
shares
|
$218,910
0.01% of portfolio
|
Q4 2025
Reduced 7.7%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
1,197
shares
|
$218,727
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
1,193
shares
|
$217,996
0.05% of portfolio
|
Q1 2024
New holding
|
|