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 |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 23, 2026 Q4 2025 |
30
shares
|
$5,481
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
29
shares
|
$5,299
0.0% of portfolio
|
Q3 2025
Added 45.0%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
28
shares
|
$5,116
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
28
shares
|
$5,116
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
27
shares
|
$4,933
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
27
shares
|
$4,933
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
27
shares
|
$4,933
0.0% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
27
shares
|
$4,933
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
26
shares
|
$4,750
0.0% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
25
shares
|
$4,568
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
25
shares
|
$4,568
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
24
shares
|
$4,385
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
23
shares
|
$4,202
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
22
shares
|
$4,020
0.0% of portfolio
|
Q3 2025
Reduced 98.64%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
22
shares
|
$4,020
0.0% of portfolio
|
Q4 2024
Reduced 18.52%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
22
shares
|
$4,020
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
21
shares
|
$3,837
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Groesbeck Investment Management Corp
|
Jan 21, 2026 Q4 2025 |
20
shares
|
$3,654
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
20
shares
|
$3,654
0.0% of portfolio
|
Q2 2024
Reduced 41.18%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 21, 2026 Q4 2025 |
20
shares
|
$3,654
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
19
shares
|
$3,471
0.0% of portfolio
|
Q3 2025
Added 46.15%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
19
shares
|
$3,471
0.0% of portfolio
|
Q3 2025
Reduced 17.39%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
18
shares
|
$3,289
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
18
shares
|
$3,289
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
18
shares
|
$3,289
0.0% of portfolio
|
Q3 2025
New holding
|
|