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 |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
341
shares
|
$62,310
0.01% of portfolio
|
Q2 2022
Reduced 77.87%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
340
shares
|
$62,128
0.01% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
340
shares
|
$62,128
0.01% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
334
shares
|
$61,031
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
334
shares
|
$61,031
0.01% of portfolio
|
Q1 2024
Added 2.77%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
332
shares
|
$60,666
0.02% of portfolio
|
Q3 2025
Reduced 46.62%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
327
shares
|
$59,752
0.02% of portfolio
|
Q1 2024
Added 130.28%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
326
shares
|
$59,569
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
325
shares
|
$59,387
0.0% of portfolio
|
Q2 2022
Added 160.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
321
shares
|
$58,656
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
321
shares
|
$58,656
0.01% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
318
shares
|
$58,108
0.01% of portfolio
|
Q3 2025
Added 25.69%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
317
shares
|
$57,925
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
316
shares
|
$57,742
0.03% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
315
shares
|
$57,559
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
313
shares
|
$57,194
0.02% of portfolio
|
Q3 2025
Added 24.81%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
311
shares
|
$56,829
0.02% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
310
shares
|
$56,646
0.0% of portfolio
|
Q1 2024
Reduced 95.12%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
300
shares
|
$54,819
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Muzinich & Co., Inc.
New York, NY |
Jan 21, 2026 Q4 2025 |
299
shares
|
$54,636
0.02% of portfolio
|
Q4 2025
Reduced 59.1%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
297
shares
|
$54,270
0.02% of portfolio
|
Q3 2025
Added 9.19%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
280
shares
|
$51,164
0.02% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
268
shares
|
$48,971
0.0% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
266
shares
|
$48,606
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
262
shares
|
$47,875
0.03% of portfolio
|
Q3 2025
Added 50.57%
|
|