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 |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
155
shares
|
$28,323
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
153
shares
|
$27,957
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
153
shares
|
$27,957
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
153
shares
|
$27,957
0.0% of portfolio
|
Q3 2025
Reduced 41.83%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
147
shares
|
$26,861
0.01% of portfolio
|
Q3 2025
Reduced 82.25%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
140
shares
|
$25,582
0.0% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
137
shares
|
$25,034
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
134
shares
|
$24,485
0.01% of portfolio
|
Q4 2025
Added 8.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
132
shares
|
$24,120
0.0% of portfolio
|
Q3 2025
Added 23.36%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
129
shares
|
$23,572
0.02% of portfolio
|
Q4 2025
Added 65.38%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
129
shares
|
$23,572
0.02% of portfolio
|
Q2 2025
Reduced 54.26%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
128
shares
|
$23,389
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
123
shares
|
$22,475
0.0% of portfolio
|
Q3 2025
Added 12.84%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
122
shares
|
$22,293
0.01% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
120
shares
|
$21,927
0.0% of portfolio
|
Q2 2022
Added 207.69%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
120
shares
|
$21,927
0.01% of portfolio
|
Q4 2025
Reduced 6.98%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
120
shares
|
$21,927
0.0% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
118
shares
|
$21,562
0.01% of portfolio
|
Q2 2024
Reduced 22.88%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
114
shares
|
$20,831
0.01% of portfolio
|
Q3 2025
Added 115.09%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
112
shares
|
$20,465
0.0% of portfolio
|
Q3 2025
Added 1500.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
110
shares
|
$20,100
0.02% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
110
shares
|
$20,100
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
110
shares
|
$20,100
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
109
shares
|
$19,917
0.0% of portfolio
|
Q2 2022
Reduced 31.45%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
107
shares
|
$19,552
0.0% of portfolio
|
Q2 2023
Reduced 48.31%
|
|