SIMON PROPERTY GROUP INC. (SPG) — Institutional Holders, Q2 2026 (page 10)
1,367 institutional investment managers reported a SPG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $67.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SPG 13F holders ranked 901–1,000 of 1,367
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | Jacobi Capital Management#901 · 1,525 sh | 1,525 | $341.1K | 0.02% | 0.0% |
| 902 | READYSTATE ASSET MANAGEMENT#902 · 1,520 sh | 1,520 | $339.9K | <0.01% | New |
| 903 | Purus Wealth Management#903 · 1,515 sh | 1,515 | $338.9K | — | +7.1% |
| 904 | Lavaca Capital#904 · 1,500 sh | 1,500 | $335.5K | 0.03% | 0.0% |
| 905 | Cladis Investment Advisory#905 · 1,500 sh | 1,500 | $335.5K | 0.16% | 0.0% |
| 906 | Howard Capital Management Group#906 · 1,490 sh | 1,490 | $333.2K | — | 0.0% |
| 907 | TIAA Wealth Investment Management#907 · 1,482 sh | 1,482 | $331.7K | <0.01% | +88.1% |
| 908 | OSTRUM ASSET MANAGEMENT#908 · 1,483 sh | 1,483 | $331.7K | 0.02% | 0.0% |
| 909 | SIMON QUICK ADVISORS#909 · 1,479 sh | 1,479 | $330.8K | — | -0.5% |
| 910 | CONNING#910 · 1,477 sh | 1,477 | $330.3K | <0.01% | -1.1% |
| 911 | MRP Capital Investments#911 · 1,475 sh | 1,475 | $329.9K | 0.24% | +1.7% |
| 912 | Meridian Wealth Management#912 · 1,502 sh | 1,502 | $329.6K | 0.01% | +0.3% |
| 913 | XXI WEALTH#913 · 1,473 sh | 1,473 | $329.4K | — | +7.7% |
| 914 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS#914 · 1,467 sh | 1,467 | $328.1K | 0.06% | -0.1% |
| 915 | Murphy Pohlad Asset Management#915 · 1,466 sh | 1,466 | $327.9K | — | 0.0% |
| 916 | Cornerstone Wealth Management#916 · 1,463 sh | 1,463 | $327.3K | 0.01% | -6.2% |
| 917 | MARTINGALE ASSET MANAGEMENT L P#917 · 1,457 sh | 1,457 | $325.9K | <0.01% | -36.2% |
| 918 | MassMutual Private Wealth & , FSB#918 · 1,456 sh | 1,456 | $325.6K | — | -0.4% |
| 919 | WASHINGTON#919 · 1,454 sh | 1,454 | $325.2K | — | 0.0% |
| 920 | PROMETHIUM ADVISORS#920 · 1,449 sh | 1,449 | $324.1K | — | -2.4% |
| 921 | Indivisible Partners#921 · 1,449 sh | 1,449 | $324.0K | — | -73.9% |
| 922 | Convergence Financial#922 · 1,442 sh | 1,442 | $322.5K | 0.03% | New |
| 923 | 4WEALTH ADVISORS#923 · 1,411 sh | 1,411 | $321.1K | — | +0.9% |
| 924 | Krilogy Financial#924 · 1,434 sh | 1,434 | $320.7K | — | -3.2% |
| 925 | NBC SECURITIES#925 · 1,434 sh | 1,434 | $320.7K | — | -6.5% |
| 926 | Alta Wealth Advisors#926 · 1,433 sh | 1,433 | $320.5K | 0.09% | -4.3% |
| 927 | Versant Capital Management#927 · 1,412 sh | 1,412 | $315.8K | — | +4.9% |
| 928 | GREENUP STREET WEALTH MANAGEMENT#928 · 1,401 sh | 1,401 | $313.3K | 0.04% | +26.3% |
| 929 | Barry Investment Advisors#929 · 1,399 sh | 1,399 | $312.9K | — | -1.3% |
| 930 | Militia Capital Management#930 · 1,390 sh | 1,390 | $310.9K | <0.01% | New |
| 931 | VICUS CAPITAL#931 · 1,387 sh | 1,387 | $310.1K | 0.02% | -0.2% |
| 932 | MinichMacGregor Wealth Management#932 · 1,386 sh | 1,386 | $310.0K | — | New |
| 933 | Alliance Wealth Advisors#933 · 1,383 sh | 1,383 | $309.3K | 0.06% | -5.4% |
| 934 | SILVERCREST ASSET MANAGEMENT GROUP#934 · 1,382 sh | 1,382 | $309.1K | <0.01% | 0.0% |
| 935 | Ausdal Financial Partners#935 · 1,379 sh | 1,379 | $308.5K | 0.01% | +6.4% |
| 936 | Calamos Wealth Management#936 · 1,375 sh | 1,375 | $307.5K | <0.01% | -4.4% |
| 937 | HANTZ FINANCIAL SERVICES#937 · 1,373 sh | 1,373 | $307.0K | <0.01% | +0.9% |
| 938 | Facet Wealth#938 · 1,371 sh | 1,371 | $306.6K | <0.01% | New |
| 939 | CIDEL ASSET MANAGEMENT#939 · 1,370 sh | 1,370 | $306.4K | 0.01% | 0.0% |
| 940 | LMG Wealth Partners#940 · 1,366 sh | 1,366 | $305.5K | 0.05% | 0.0% |
| 941 | Smithfield#941 · 1,358 sh | 1,358 | $304.0K | 0.01% | -1.7% |
| 942 | Accuvest Global Advisors#942 · 1,352 sh | 1,352 | $302.0K | 0.26% | New |
| 943 | Silver Lake Group, L.L.C.#943 · 1,350 sh | 1,350 | $301.9K | <0.01% | 0.0% |
| 944 | SmartHarvest Portfolios#944 · 1,347 sh | 1,347 | $301.3K | — | +3.4% |
| 945 | KNIGHTSBRIDGE ASSET MANAGEMENT#945 · 1,623 sh | 1,623 | $300.4K | 0.04% | -0.6% |
| 946 | Kera Capital Partners#946 · 1,343 sh | 1,343 | $300.4K | 0.03% | New |
| 947 | SALEM INVESTMENT COUNSELORS#947 · 1,339 sh | 1,339 | $299.5K | — | -2.0% |
| 948 | NorthRock Partners#948 · 1,338 sh | 1,338 | $299.3K | <0.01% | +1.6% |
| 949 | GREAT LAKES ADVISORS#949 · 1,334 sh | 1,334 | $298.4K | <0.01% | -1.4% |
| 950 | Moors & Cabot#950 · 1,331 sh | 1,331 | $297.8K | 0.01% | -0.6% |
| 951 | Koshinski Asset Management#951 · 1,319 sh | 1,319 | $295.0K | 0.02% | +0.5% |
| 952 | MASTERINVEST Kapitalanlage GmbH#952 · 1,310 sh | 1,310 | $293.0K | 0.03% | 0.0% |
| 953 | Essex Savings Bank#953 · 1,307 sh | 1,307 | $292.3K | — | +0.3% |
| 954 | DV Trading#954 · 1,300 sh | 1,300 | $290.7K | <0.01% | +8.3% |
| 955 | Chancellor Financial Group WB#955 · 1,300 sh | 1,300 | $290.7K | 0.18% | +8.5% |
| 956 | Alta Advisers Ltd#956 · 1,285 sh | 1,285 | $287.4K | 0.07% | 0.0% |
| 957 | Cornerstone Advisory#957 · 1,276 sh | 1,276 | $285.4K | 0.02% | +3.0% |
| 958 | LOGAN CAPITAL MANAGEMENT#958 · 1,272 sh | 1,272 | $284.5K | 0.01% | New |
| 959 | Defiance ETFs#959 · 1,273 sh | 1,273 | $283.9K | <0.01% | +17.8% |
| 960 | SlateStone Wealth#960 · 1,259 sh | 1,259 | $282.0K | 0.02% | 0.0% |
| 961 | EPG Wealth Management#961 · 1,254 sh | 1,254 | $280.5K | 0.07% | 0.0% |
| 962 | SITTNER & NELSON#962 · 1,250 sh | 1,250 | $279.6K | 0.09% | -3.4% |
| 963 | SteelPeak Wealth#963 · 1,249 sh | 1,249 | $279.3K | — | +10.5% |
| 964 | Ronald Blue#964 · 1,247 sh | 1,247 | $278.9K | — | -8.8% |
| 965 | Gross & Hartman Investments#965 · 1,246 sh | 1,246 | $278.7K | 0.12% | New |
| 966 | Safe Harbor Family Capital#966 · 1,246 sh | 1,246 | $278.7K | 0.19% | New |
| 967 | Abel Hall#967 · 1,243 sh | 1,243 | $278.0K | — | +1.0% |
| 968 | DOVER ADVISORS#968 · 1,500 sh | 1,500 | $277.7K | 0.11% | New |
| 969 | OneAscent Family Office#969 · 1,239 sh | 1,239 | $277.1K | 0.14% | New |
| 970 | Ridgewood Investments#970 · 1,238 sh | 1,238 | $276.9K | — | 0.0% |
| 971 | LAUREL OAK WEALTH MANAGEMENT#971 · 1,236 sh | 1,236 | $276.4K | — | 0.0% |
| 972 | Basecamp Wealth Advisors#972 · 1,236 sh | 1,236 | $276.3K | 0.05% | 0.0% |
| 973 | Evernest Financial Advisors#973 · 1,235 sh | 1,235 | $276.1K | 0.06% | -26.7% |
| 974 | CENTRAL#974 · 1,231 sh | 1,231 | $275.3K | <0.01% | +2.3% |
| 975 | MCF Advisors#975 · 1,227 sh | 1,227 | $274.5K | <0.01% | +1.7% |
| 976 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#976 · 1,227 sh | 1,227 | $274.4K | <0.01% | New |
| 977 | Biltmore Wealth Management#977 · 1,223 sh | 1,223 | $273.6K | — | +4.9% |
| 978 | Grantham, Mayo, Van Otterloo#978 · 1,223 sh | 1,223 | $273.5K | <0.01% | New |
| 979 | FLPUTNAM INVESTMENT MANAGEMENT#979 · 1,219 sh | 1,219 | $272.7K | <0.01% | +3.0% |
| 980 | Visionary Wealth Advisors#980 · 1,218 sh | 1,218 | $272.4K | 0.01% | +0.8% |
| 981 | GW HENSSLER & ASSOCIATES LTD#981 · 1,215 sh | 1,215 | $271.7K | — | +1.8% |
| 982 | Eurizon SLJ Capital Ltd#982 · 1,202 sh | 1,202 | $268.8K | 0.10% | 0.0% |
| 983 | Bullock Wealth Management Group#983 · 1,204 sh | 1,204 | $268.5K | — | +1.4% |
| 984 | WESTBOURNE INVESTMENTS#984 · 1,200 sh | 1,200 | $268.4K | 0.11% | New |
| 985 | Hilton Head Capital Partners#985 · 1,199 sh | 1,199 | $268.2K | — | +0.3% |
| 986 | REGIONS FINANCIAL#986 · 1,193 sh | 1,193 | $266.8K | <0.01% | -35.3% |
| 987 | Hilltop National Bank#987 · 1,193 sh | 1,193 | $266.8K | — | 0.0% |
| 988 | Fortis Capital Advisors#988 · 1,192 sh | 1,192 | $266.8K | 0.03% | +2.2% |
| 989 | RASP WEALTH SOLUTIONS#989 · 1,192 sh | 1,192 | $266.6K | 0.09% | — |
| 990 | Cypress Point Wealth Management#990 · 1,190 sh | 1,190 | $266.1K | 0.05% | New |
| 991 | Elyxium Wealth#991 · 1,189 sh | 1,189 | $265.9K | 0.03% | New |
| 992 | Mesirow Financial Investment Management#992 · 1,186 sh | 1,186 | $265.3K | <0.01% | New |
| 993 | E Fund Management , Ltd.#993 · 1,185 sh | 1,185 | $265.0K | <0.01% | -3.4% |
| 994 | Black Diamond Financial#994 · 1,175 sh | 1,175 | $262.7K | — | 0.0% |
| 995 | Osmosis Investment Management UK Ltd#995 · 1,174 sh | 1,174 | $262.6K | 0.01% | 0.0% |
| 996 | Quad-Cities Investment Group#996 · 1,169 sh | 1,169 | $261.5K | — | +0.9% |
| 997 | Synergy Financial Group, LTD#997 · 1,169 sh | 1,169 | $261.4K | 0.19% | -23.5% |
| 998 | BSW Wealth Partners#998 · 1,167 sh | 1,167 | $261.0K | 0.03% | -39.1% |
| 999 | Keel Point#999 · 1,164 sh | 1,164 | $260.3K | 0.02% | +7.4% |
| 1000 | COFG Advisors#1000 · 1,158 sh | 1,158 | $258.9K | 0.04% | -0.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.