SIMON PROPERTY GROUP INC. (SPG) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,200. 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 1,101–1,200 of 1,367
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | Stelac Advisory Services#1101 · 833 sh | 833 | $186.3K | 0.03% | 0.0% |
| 1102 | Silvant Capital Management#1102 · 821 sh | 821 | $183.6K | <0.01% | 0.0% |
| 1103 | Rosenberg Matthew Hamilton#1103 · 816 sh | 816 | $182.5K | — | 0.0% |
| 1104 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#1104 · 816 sh | 816 | $182.5K | <0.01% | -9.1% |
| 1105 | CVA Family Office#1105 · 773 sh | 773 | $172.9K | 0.02% | -0.9% |
| 1106 | Fortitude Family Office#1106 · 717 sh | 717 | $160.4K | — | +10.8% |
| 1107 | Global X Japan , Ltd.#1107 · 709 sh | 709 | $158.6K | — | -20.5% |
| 1108 | MONTAG A & ASSOCIATES#1108 · 702 sh | 702 | $157.0K | <0.01% | 0.0% |
| 1109 | Quent Capital#1109 · 686 sh | 686 | $153.5K | <0.01% | +17.1% |
| 1110 | CALDWELL SUTTER CAPITAL#1110 · 667 sh | 667 | $149.2K | 0.06% | +3.3% |
| 1111 | TD PRIVATE CLIENT WEALTH#1111 · 662 sh | 662 | $148.1K | <0.01% | -80.0% |
| 1112 | CoreCap Advisors#1112 · 657 sh | 657 | $146.9K | — | -3.8% |
| 1113 | Concord Wealth Partners#1113 · 632 sh | 632 | $141.3K | 0.02% | New |
| 1114 | Caldwell#1114 · 615 sh | 615 | $137.5K | 0.01% | +4000.0% |
| 1115 | THURSTON, SPRINGER, MILLER, HERD & TITAK#1115 · 597 sh | 597 | $133.6K | — | +5.1% |
| 1116 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#1116 · 594 sh | 594 | $132.8K | <0.01% | -53.8% |
| 1117 | Johnson Financial Group#1117 · 589 sh | 589 | $131.7K | <0.01% | -2.3% |
| 1118 | CARY STREET PARTNERS INVESTMENT ADVISORY#1118 · 578 sh | 578 | $129.3K | 0.03% | +16.1% |
| 1119 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1119 · 577 sh | 577 | $129.0K | <0.01% | +14.9% |
| 1120 | PFS Partners#1120 · 571 sh | 571 | $127.7K | — | +0.2% |
| 1121 | Capital Analysts#1121 · 568 sh | 568 | $127.0K | <0.01% | -19.7% |
| 1122 | FIRST HORIZON NATIONAL#1122 · 563 sh | 563 | $125.9K | — | -22.1% |
| 1123 | Central Pacific Bank - Division#1123 · 551 sh | 551 | $123.2K | — | +2.4% |
| 1124 | FARMERS & MERCHANTS INVESTMENTS#1124 · 546 sh | 546 | $122.1K | — | 0.0% |
| 1125 | NBT BANK N A#1125 · 544 sh | 544 | $121.7K | — | 0.0% |
| 1126 | Owl Creek Wealth Partners#1126 · 537 sh | 537 | $120.1K | — | +1.9% |
| 1127 | Oslo Pensjonsforsikring AS#1127 · 536 sh | 536 | $119.9K | — | 0.0% |
| 1128 | Halbert, Hargrove/Russell#1128 · 521 sh | 521 | $116.6K | — | 0.0% |
| 1129 | Basepoint Wealth#1129 · 502 sh | 502 | $112.3K | 0.06% | +0.8% |
| 1130 | Harel Insurance Investments & Financial Services Ltd.#1130 · 500 sh | 500 | $112.0K | <0.01% | 0.0% |
| 1131 | Mowery & Schoenfeld Wealth Management#1131 · 469 sh | 469 | $104.9K | 0.14% | 0.0% |
| 1132 | GHP Investment Advisors#1132 · 461 sh | 461 | $103.0K | — | +0.9% |
| 1133 | Vision Retirement#1133 · 453 sh | 453 | $101.4K | 0.02% | +0.7% |
| 1134 | Capital Advisors, Ltd.#1134 · 416 sh | 416 | $93.0K | <0.01% | +1.2% |
| 1135 | JTC Employer Solutions Trusteee Ltd#1135 · 412 sh | 412 | $92.0K | <0.01% | 0.0% |
| 1136 | Silver Grove Financial Group#1136 · 411 sh | 411 | $92.0K | 0.05% | New |
| 1137 | FIRST FINANCIAL#1137 · 400 sh | 400 | $89.5K | — | 0.0% |
| 1138 | Indiana & Investment Management#1138 · 390 sh | 390 | $87.2K | — | 0.0% |
| 1139 | Atlantic Edge Private Wealth Management#1139 · 375 sh | 375 | $83.9K | — | 0.0% |
| 1140 | Grove Bank#1140 · 369 sh | 369 | $82.5K | — | -6.1% |
| 1141 | Geneos Wealth Management#1141 · 358 sh | 358 | $80.1K | <0.01% | 0.0% |
| 1142 | Glass Jacobson Investment Advisors#1142 · 355 sh | 355 | $79.4K | — | 0.0% |
| 1143 | Golden State Wealth Management#1143 · 347 sh | 347 | $77.6K | <0.01% | 0.0% |
| 1144 | DELTA ASSET MANAGEMENT#1144 · 345 sh | 345 | $77.2K | <0.01% | +11.3% |
| 1145 | EASTERN BANK#1145 · 341 sh | 341 | $76.3K | — | 0.0% |
| 1146 | RICHARDSON FINANCIAL SERVICES#1146 · 337 sh | 337 | $75.4K | 0.04% | +11.6% |
| 1147 | Anchor Investment Management#1147 · 334 sh | 334 | $74.7K | <0.01% | 0.0% |
| 1148 | CREATIVE FINANCIAL DESIGNS#1148 · 332 sh | 332 | $74.3K | <0.01% | -8.0% |
| 1149 | Keating Financial Advisory Services#1149 · 330 sh | 330 | $73.8K | <0.01% | +87.5% |
| 1150 | Union Bankshares#1150 · 330 sh | 330 | $73.8K | <0.01% | -9.1% |
| 1151 | Kozak & Associates#1151 · 328 sh | 328 | $73.2K | 0.01% | +0.9% |
| 1152 | Centerpoint Advisors#1152 · 327 sh | 327 | $73.0K | 0.02% | 0.0% |
| 1153 | United Community Bank#1153 · 326 sh | 326 | $72.9K | 0.02% | 0.0% |
| 1154 | Fairscale Capital#1154 · 324 sh | 324 | $72.5K | 0.04% | 0.0% |
| 1155 | EVOLUTION WEALTH MANAGEMENT#1155 · 317 sh | 317 | $70.9K | 0.04% | 0.0% |
| 1156 | Wealth Enhancement Services#1156 · 317 sh | 317 | $70.9K | — | +153.6% |
| 1157 | IAG Wealth Partners#1157 · 315 sh | 315 | $70.5K | <0.01% | -26.9% |
| 1158 | SFAM#1158 · 307 sh | 307 | $68.7K | 0.06% | 0.0% |
| 1159 | Colonial / SC#1159 · 301 sh | 301 | $68.0K | <0.01% | -5.6% |
| 1160 | OLD POINT & FINANCIAL SERVICES N A#1160 · 300 sh | 300 | $67.1K | 0.02% | 0.0% |
| 1161 | Key FInancial#1161 · 300 sh | 300 | $67.1K | 0.01% | 0.0% |
| 1162 | Activest Wealth Management#1162 · 277 sh | 277 | $62.0K | — | -78.0% |
| 1163 | Blume Capital Management#1163 · 270 sh | 270 | $60.4K | — | 0.0% |
| 1164 | Continuum Advisory#1164 · 269 sh | 269 | $60.2K | <0.01% | New |
| 1165 | Steigerwald, Gordon & Koch#1165 · 266 sh | 266 | $59.5K | <0.01% | 0.0% |
| 1166 | MV CAPITAL MANAGEMENT#1166 · 260 sh | 260 | $58.1K | <0.01% | +0.4% |
| 1167 | BOK Financial Private Wealth#1167 · 245 sh | 245 | $54.8K | <0.01% | +7.9% |
| 1168 | Trust Co#1168 · 241 sh | 241 | $53.9K | — | -10.1% |
| 1169 | Bell Investment Advisors#1169 · 237 sh | 237 | $53.0K | <0.01% | -0.4% |
| 1170 | SHP Wealth Management#1170 · 232 sh | 232 | $51.8K | <0.01% | +4.5% |
| 1171 | VALLEY NATIONAL ADVISERS#1171 · 230 sh | 230 | $51.4K | — | +1.3% |
| 1172 | DT Investment Partners#1172 · 228 sh | 228 | $51.0K | — | 0.0% |
| 1173 | Wilkerson Advisory Group#1173 · 227 sh | 227 | $50.8K | — | +11.8% |
| 1174 | TOMPKINS FINANCIAL#1174 · 225 sh | 225 | $50.3K | — | -34.6% |
| 1175 | Aventura Private Wealth#1175 · 213 sh | 213 | $47.6K | 0.01% | 0.0% |
| 1176 | Synergy Investment Management#1176 · 210 sh | 210 | $47.4K | 0.01% | +128.3% |
| 1177 | Dynamic Wealth Strategies#1177 · 210 sh | 210 | $47.0K | — | 0.0% |
| 1178 | Salomon & Ludwin#1178 · 210 sh | 210 | $46.8K | <0.01% | 0.0% |
| 1179 | OF TOLEDO NA#1179 · 207 sh | 207 | $46.3K | — | +33.5% |
| 1180 | Key Capital Management#1180 · 202 sh | 202 | $45.2K | 0.02% | -11.4% |
| 1181 | Avalon#1181 · 200 sh | 200 | $44.7K | <0.01% | New |
| 1182 | Burnham#1182 · 200 sh | 200 | $44.7K | 0.04% | — |
| 1183 | Bruce G. Allen Investments#1183 · 193 sh | 193 | $43.2K | 0.03% | 0.0% |
| 1184 | Dogwood Wealth Management#1184 · 192 sh | 192 | $42.9K | 0.02% | +12.3% |
| 1185 | New England Capital Financial Advisors#1185 · 186 sh | 186 | $41.5K | <0.01% | +1.1% |
| 1186 | FLAGSHIP WEALTH ADVISORS#1186 · 184 sh | 184 | $41.2K | <0.01% | 0.0% |
| 1187 | GW&K Investment Management#1187 · 182 sh | 182 | $41.0K | <0.01% | -2.2% |
| 1188 | WPG Advisers#1188 · 181 sh | 181 | $40.5K | 0.02% | +40.3% |
| 1189 | N.E.W. Advisory Services#1189 · 174 sh | 174 | $38.9K | <0.01% | +335.0% |
| 1190 | AdvisorNet Financial#1190 · 173 sh | 173 | $38.7K | — | -24.8% |
| 1191 | Essential Partners#1191 · 161 sh | 161 | $36.0K | — | -37.4% |
| 1192 | WEST PACES ADVISORS#1192 · 157 sh | 157 | $35.1K | — | New |
| 1193 | True Wealth Design#1193 · 156 sh | 156 | $34.9K | — | +9.1% |
| 1194 | ATWOOD & PALMER#1194 · 155 sh | 155 | $34.7K | — | -4.9% |
| 1195 | Arlington#1195 · 154 sh | 154 | $34.4K | — | 0.0% |
| 1196 | ACTION POINT FINANCIAL PLANNING#1196 · 156 sh | 156 | $34.4K | <0.01% | New |
| 1197 | BOYD WATTERSON ASSET MANAGEMENT#1197 · 150 sh | 150 | $33.5K | <0.01% | 0.0% |
| 1198 | MCDONALD PARTNERS#1198 · 150 sh | 150 | $33.5K | <0.01% | New |
| 1199 | HIGHLINE WEALTH PARTNERS#1199 · 147 sh | 147 | $32.8K | — | +90.9% |
| 1200 | Osbon Capital Management#1200 · 145 sh | 145 | $32.4K | 0.03% | +59.3% |
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.