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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
70
shares
|
$12,791
0.0% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
70
shares
|
$12,791
0.01% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
69
shares
|
$12,608
0.0% of portfolio
|
Q2 2025
Added 2200.0%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
69
shares
|
$12,608
0.0% of portfolio
|
Q4 2024
Reduced 69.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
69
shares
|
$12,608
0.0% of portfolio
|
Q4 2025
Reduced 8.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
69
shares
|
$12,608
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
69
shares
|
$12,608
0.01% of portfolio
|
Q1 2025
Added 228.57%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
68
shares
|
$12,425
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
66
shares
|
$12,060
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
64
shares
|
$11,694
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 23, 2026 Q4 2025 |
63
shares
|
$11,511
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
61
shares
|
$11,146
0.01% of portfolio
|
Q4 2024
Reduced 80.26%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
60
shares
|
$10,963
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
58
shares
|
$10,598
0.0% of portfolio
|
Q3 2025
Added 190.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
56
shares
|
$10,232
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
56
shares
|
$10,232
0.01% of portfolio
|
Q3 2025
Added 115.38%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
55
shares
|
$10,050
0.01% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Lom Asset Management LTD
Hamilton, |
Jan 23, 2026 Q4 2025 |
55
shares
|
$10,050
0.0% of portfolio
|
Q2 2025
Added 81.82%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
53
shares
|
$9,684
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
52
shares
|
$9,501
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
52
shares
|
$9,501
0.0% of portfolio
|
Q3 2025
Reduced 36.59%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
52
shares
|
$9,501
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
52
shares
|
$9,501
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
52
shares
|
$9,501
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
51
shares
|
$9,319
0.01% of portfolio
|
Q3 2025
Added 45.71%
|
|