SIMON PROPERTY GROUP INC. (SPG) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. 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 1,001–1,100 of 1,367
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | STOCK YARDS BANK#1001 · 1,154 sh | 1,154 | $258.1K | <0.01% | +0.3% |
| 1002 | Skyline Advisors#1002 · 1,151 sh | 1,151 | $257.3K | 0.08% | +1.1% |
| 1003 | Plan A Wealth#1003 · 1,149 sh | 1,149 | $256.9K | — | New |
| 1004 | LAFFER TENGLER INVESTMENTS#1004 · 1,140 sh | 1,140 | $255.0K | 0.03% | +0.3% |
| 1005 | VIRTUS ADVISERS#1005 · 1,136 sh | 1,136 | $254.1K | 0.10% | +1.2% |
| 1006 | NCM Capital Management#1006 · 1,136 sh | 1,136 | $254.0K | 0.08% | +0.3% |
| 1007 | Ameritas Advisory Services#1007 · 1,127 sh | 1,127 | $252.1K | <0.01% | -15.8% |
| 1008 | HARBOUR INVESTMENTS#1008 · 1,127 sh | 1,127 | $252.1K | <0.01% | -21.8% |
| 1009 | Canopy Partners#1009 · 1,126 sh | 1,126 | $251.8K | 0.08% | -17.4% |
| 1010 | Godshalk Welsh Capital Management#1010 · 1,125 sh | 1,125 | $251.6K | 0.14% | 0.0% |
| 1011 | Cromwell#1011 · 1,119 sh | 1,119 | $250.3K | 0.11% | +4.9% |
| 1012 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT#1012 · 1,119 sh | 1,119 | $250.3K | 0.06% | 0.0% |
| 1013 | Wealthspire Advisors#1013 · 1,117 sh | 1,117 | $249.8K | <0.01% | -8.7% |
| 1014 | FIRST FOUNDATION ADVISORS#1014 · 1,108 sh | 1,108 | $247.8K | <0.01% | +4.2% |
| 1015 | AXQ CAPITAL#1015 · 1,107 sh | 1,107 | $247.6K | 0.03% | New |
| 1016 | Argyle Capital Partners#1016 · 1,107 sh | 1,107 | $247.6K | — | 0.0% |
| 1017 | Peachtree Investment Partners#1017 · 1,089 sh | 1,089 | $243.6K | 0.08% | New |
| 1018 | Haverford#1018 · 1,087 sh | 1,087 | $243.1K | <0.01% | -7.2% |
| 1019 | BNP PARIBAS#1019 · 1,082 sh | 1,082 | $242.1K | <0.01% | -35.9% |
| 1020 | Triumph Capital Management#1020 · 1,077 sh | 1,077 | $240.9K | — | 0.0% |
| 1021 | CERTUITY#1021 · 1,075 sh | 1,075 | $240.4K | 0.01% | New |
| 1022 | Moss Adams Wealth Advisors#1022 · 1,074 sh | 1,074 | $240.1K | 0.01% | New |
| 1023 | CENTAURUS FINANCIAL#1023 · 1,068 sh | 1,068 | $239.0K | 0.01% | -1.9% |
| 1024 | SWISS RE LTD#1024 · 1,066 sh | 1,066 | $238.4K | 0.02% | +878.0% |
| 1025 | Harvest Fund Management , Ltd#1025 · 1,066 sh | 1,066 | $238.0K | <0.01% | -7.4% |
| 1026 | Argent#1026 · 1,064 sh | 1,064 | $238.0K | <0.01% | -0.8% |
| 1027 | ANGELES WEALTH MANAGEMENT#1027 · 1,064 sh | 1,064 | $238.0K | — | New |
| 1028 | Empirical Asset Management#1028 · 1,063 sh | 1,063 | $237.6K | 0.05% | New |
| 1029 | TFC Financial Management#1029 · 1,061 sh | 1,061 | $237.3K | — | +0.5% |
| 1030 | Balboa Wealth Partners#1030 · 1,059 sh | 1,059 | $236.8K | — | New |
| 1031 | ECLECTIC ASSOCIATES#1031 · 1,050 sh | 1,050 | $234.8K | — | New |
| 1032 | EVERPAR ADVISORS#1032 · 1,050 sh | 1,050 | $234.8K | 0.07% | New |
| 1033 | JOHNSON INVESTMENT COUNSEL#1033 · 1,050 sh | 1,050 | $234.8K | <0.01% | New |
| 1034 | Trivium Point Advisory#1034 · 1,047 sh | 1,047 | $234.1K | 0.02% | New |
| 1035 | NICOLET BANKSHARES#1035 · 1,046 sh | 1,046 | $233.9K | <0.01% | New |
| 1036 | EJMK Ventures#1036 · 1,040 sh | 1,040 | $232.6K | — | -26.7% |
| 1037 | StoneX Group#1037 · 1,039 sh | 1,039 | $232.3K | <0.01% | -18.7% |
| 1038 | TWIN PEAKS WEALTH ADVISORS#1038 · 1,037 sh | 1,037 | $231.8K | 0.05% | -1.2% |
| 1039 | Bannerstone Capital Management#1039 · 1,035 sh | 1,035 | $231.5K | 0.19% | New |
| 1040 | Texas Bank#1040 · 1,034 sh | 1,034 | $231.3K | 0.08% | New |
| 1041 | GAMCO INVESTORS, ET AL#1041 · 1,032 sh | 1,032 | $230.8K | <0.01% | New |
| 1042 | Simmons Bank#1042 · 1,030 sh | 1,030 | $230.4K | 0.01% | New |
| 1043 | Sivia Capital Partners#1043 · 1,030 sh | 1,030 | $230.4K | 0.03% | New |
| 1044 | Nelson, Van Denburg & Campbell Wealth Management Group#1044 · 1,028 sh | 1,028 | $229.9K | — | New |
| 1045 | Greykasell Wealth Strategies#1045 · 1,028 sh | 1,028 | $229.9K | 0.08% | 0.0% |
| 1046 | UMB Bank, n.a.#1046 · 1,027 sh | 1,027 | $229.7K | <0.01% | +3.8% |
| 1047 | Essex Financial Services#1047 · 1,022 sh | 1,022 | $228.5K | 0.01% | New |
| 1048 | RHODES INVESTMENT ADVISORS#1048 · 1,021 sh | 1,021 | $228.3K | — | New |
| 1049 | WOODWARD DIVERSIFIED CAPITAL#1049 · 1,012 sh | 1,012 | $226.3K | — | 0.0% |
| 1050 | WADDELL & ASSOCIATES#1050 · 1,011 sh | 1,011 | $226.1K | 0.01% | New |
| 1051 | BARINGS#1051 · 1,007 sh | 1,007 | $225.2K | — | New |
| 1052 | Advyzon Investment Management#1052 · 1,006 sh | 1,006 | $224.9K | 0.02% | New |
| 1053 | Morningstar Investment Management#1053 · 1,205 sh | 1,205 | $224.8K | 0.01% | 0.0% |
| 1054 | SUMMITRY#1054 · 1,004 sh | 1,004 | $224.5K | <0.01% | New |
| 1055 | Traynor Capital Management#1055 · 1,003 sh | 1,003 | $224.4K | 0.01% | New |
| 1056 | Hodges Capital Management#1056 · 1,001 sh | 1,001 | $224.0K | 0.01% | New |
| 1057 | Virtue Capital Management#1057 · 1,001 sh | 1,001 | $223.9K | 0.03% | New |
| 1058 | BRANDYWINE OAK PRIVATE WEALTH#1058 · 1,000 sh | 1,000 | $223.7K | — | New |
| 1059 | Atlas Private Wealth Advisors#1059 · 1,000 sh | 1,000 | $223.7K | — | New |
| 1060 | Michael Brady#1060 · 1,000 sh | 1,000 | $223.7K | — | New |
| 1061 | D'Orazio & Associates#1061 · 999 sh | 999 | $223.4K | 0.03% | New |
| 1062 | Herold Advisors#1062 · 1,000 sh | 1,000 | $223.0K | — | New |
| 1063 | Bridgewater Advisors#1063 · 1,296 sh | 1,296 | $222.7K | 0.01% | New |
| 1064 | NORTHCAPE WEALTH MANAGEMENT#1064 · 988 sh | 988 | $220.9K | 0.06% | New |
| 1065 | FUKOKU MUTUAL LIFE INSURANCE#1065 · 975 sh | 975 | $218.1K | 0.01% | New |
| 1066 | WHITENER CAPITAL MANAGEMENT#1066 · 975 sh | 975 | $218.1K | — | New |
| 1067 | HARBOR INVESTMENT ADVISORY#1067 · 972 sh | 972 | $217.5K | — | 0.0% |
| 1068 | Carnegie Investment Counsel#1068 · 969 sh | 969 | $216.7K | — | -14.1% |
| 1069 | TRB Wealth Management#1069 · 968 sh | 968 | $216.5K | 0.03% | New |
| 1070 | Delap Wealth Advisory#1070 · 966 sh | 966 | $216.1K | — | New |
| 1071 | FERGUSON WELLMAN CAPITAL MANAGEMENT#1071 · 966 sh | 966 | $216.0K | — | New |
| 1072 | Independent Wealth Network#1072 · 962 sh | 962 | $215.3K | — | New |
| 1073 | Income Insurance Ltd#1073 · 960 sh | 960 | $214.7K | — | New |
| 1074 | Mission Creek Capital Partners#1074 · 959 sh | 959 | $214.6K | 0.04% | New |
| 1075 | Americana Partners#1075 · 957 sh | 957 | $214.0K | <0.01% | New |
| 1076 | CLIFFORD SWAN INVESTMENT COUNSEL#1076 · 954 sh | 954 | $213.4K | <0.01% | New |
| 1077 | S Harris Financial Group#1077 · 954 sh | 954 | $213.3K | 0.17% | New |
| 1078 | NORTHWEST WEALTH MANAGEMENT#1078 · 946 sh | 946 | $211.6K | 0.03% | New |
| 1079 | Storen Legacy Partners#1079 · 942 sh | 942 | $210.6K | 0.06% | New |
| 1080 | SPIREPOINT PRIVATE CLIENT#1080 · 933 sh | 933 | $208.7K | 0.02% | New |
| 1081 | Sanchez Wealth Management Group#1081 · 933 sh | 933 | $208.7K | 0.04% | New |
| 1082 | FIRST BUSINESS FINANCIAL SERVICES#1082 · 931 sh | 931 | $208.2K | 0.02% | New |
| 1083 | Choate Investment Advisors#1083 · 928 sh | 928 | $207.5K | <0.01% | New |
| 1084 | 3Chopt Investment Partners#1084 · 927 sh | 927 | $207.3K | 0.04% | New |
| 1085 | Symphony Financial, Ltd.#1085 · 925 sh | 925 | $207.0K | — | New |
| 1086 | MOTCO#1086 · 924 sh | 924 | $206.7K | 0.02% | +13.1% |
| 1087 | Annis Gardner Whiting Capital Advisors#1087 · 923 sh | 923 | $206.4K | 0.03% | +14.2% |
| 1088 | LEVEL FOUR ADVISORY SERVICES#1088 · 922 sh | 922 | $206.2K | <0.01% | New |
| 1089 | CITIZENS FINANCIAL GROUP#1089 · 921 sh | 921 | $205.9K | — | New |
| 1090 | Alpha Family#1090 · 920 sh | 920 | $205.8K | 0.08% | New |
| 1091 | Foster Group#1091 · 919 sh | 919 | $205.5K | — | New |
| 1092 | WIN ADVISORS#1092 · 918 sh | 918 | $205.3K | 0.07% | New |
| 1093 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#1093 · 915 sh | 915 | $204.6K | 0.01% | New |
| 1094 | ENTERPRISE FINANCIAL SERVICES#1094 · 905 sh | 905 | $202.4K | 0.08% | New |
| 1095 | THOMPSON INVESTMENT MANAGEMENT#1095 · 902 sh | 902 | $201.7K | — | +1.5% |
| 1096 | Callahan Advisors#1096 · 900 sh | 900 | $201.3K | 0.02% | New |
| 1097 | Aviance Capital Partners#1097 · 900 sh | 900 | $201.3K | 0.02% | New |
| 1098 | ONEFUND#1098 · 884 sh | 884 | $197.7K | 0.11% | -1.4% |
| 1099 | HOEY INVESTMENTS#1099 · 875 sh | 875 | $195.7K | 0.03% | +12.9% |
| 1100 | Muzinich#1100 · 843 sh | 843 | $188.5K | — | 0.0% |
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.