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 |
|---|---|---|---|---|---|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
105
shares
|
$19,186
0.04% of portfolio
|
Q1 2023
Reduced 27.08%
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
105
shares
|
$19,186
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
102
shares
|
$18,638
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
101
shares
|
$18,455
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
100
shares
|
$18,273
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
First United Bank & Trust
|
Jan 21, 2026 Q4 2025 |
100
shares
|
$18,273
0.01% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
100
shares
|
$18,273
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
100
shares
|
$18,273
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
99
shares
|
$18,090
0.01% of portfolio
|
Q2 2024
Added 11.24%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
97
shares
|
$17,724
0.0% of portfolio
|
Q2 2025
Added 12.79%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
97
shares
|
$17,724
0.0% of portfolio
|
Q3 2025
Added 15.48%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
97
shares
|
$17,724
0.0% of portfolio
|
Q4 2025
Added 27.63%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
89
shares
|
$16,262
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
80
shares
|
$14,618
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
80
shares
|
$14,618
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
80
shares
|
$14,618
0.0% of portfolio
|
Q4 2024
Added 175.86%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
80
shares
|
$14,618
0.01% of portfolio
|
Q4 2025
Added 17.65%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
80
shares
|
$14,618
0.06% of portfolio
|
Q3 2025
Reduced 51.22%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
77
shares
|
$14,070
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
76
shares
|
$13,887
0.01% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
76
shares
|
$13,887
0.0% of portfolio
|
Q3 2024
Reduced 12.64%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
75
shares
|
$13,704
0.01% of portfolio
|
Q4 2020
Reduced 48.28%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
74
shares
|
$13,522
0.0% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
73
shares
|
$13,339
0.0% of portfolio
|
Q2 2025
Reduced 30.48%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
73
shares
|
$13,339
0.0% of portfolio
|
Q3 2025
Added 48.98%
|
|