SIMON PROPERTY GROUP INC. (SPG) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 1,367
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | Hughes Financial Services#1201 · 141 sh | 141 | $31.5K | <0.01% | +11.9% |
| 1202 | Barnes Dennig Private Wealth Management#1202 · 140 sh | 140 | $31.3K | 0.03% | +37.3% |
| 1203 | Anchor Bay Capital#1203 · 137 sh | 137 | $30.2K | 0.02% | — |
| 1204 | Cape Investment Advisory#1204 · 132 sh | 132 | $29.6K | — | New |
| 1205 | Kemnay Advisory Services#1205 · 131 sh | 131 | $29.3K | <0.01% | +4.8% |
| 1206 | Cornerstone Planning Group#1206 · 127 sh | 127 | $28.8K | — | -8.6% |
| 1207 | Avion Wealth#1207 · 129 sh | 129 | $28.0K | <0.01% | +18.3% |
| 1208 | Napier Financial#1208 · 125 sh | 125 | $28.0K | <0.01% | -0.8% |
| 1209 | Ancora Advisors#1209 · 120 sh | 120 | $26.8K | <0.01% | -81.9% |
| 1210 | JPL Wealth Management#1210 · 117 sh | 117 | $26.2K | <0.01% | +27.2% |
| 1211 | Physician Wealth Advisors#1211 · 114 sh | 114 | $25.5K | — | +31.0% |
| 1212 | High Note Wealth#1212 · 114 sh | 114 | $25.5K | <0.01% | +12.9% |
| 1213 | PROSPERITY BANCSHARES#1213 · 111 sh | 111 | $24.8K | 0.02% | New |
| 1214 | LifeSteps Financial#1214 · 111 sh | 111 | $24.8K | — | New |
| 1215 | DUNCKER STREETT#1215 · 109 sh | 109 | $24.4K | <0.01% | -6.8% |
| 1216 | Ares Financial Consulting#1216 · 107 sh | 107 | $23.9K | — | 0.0% |
| 1217 | AMERICAN NATIONAL BANK#1217 · 104 sh | 104 | $23.3K | — | +300.0% |
| 1218 | Transamerica Financial Advisors#1218 · 103 sh | 103 | $23.2K | <0.01% | +98.1% |
| 1219 | Westside Investment Management#1219 · 102 sh | 102 | $22.8K | <0.01% | 0.0% |
| 1220 | McMillan Office#1220 · 102 sh | 102 | $22.8K | <0.01% | 0.0% |
| 1221 | WEBSTER BANK, N. A.#1221 · 100 sh | 100 | $22.4K | <0.01% | 0.0% |
| 1222 | FIRST UNITED BANK#1222 · 100 sh | 100 | $22.4K | — | 0.0% |
| 1223 | DiNuzzo Private Wealth#1223 · 100 sh | 100 | $22.4K | — | 0.0% |
| 1224 | BAYBAN#1224 · 100 sh | 100 | $22.4K | 0.02% | 0.0% |
| 1225 | TOTH FINANCIAL ADVISORY#1225 · 100 sh | 100 | $22.4K | — | +3233.3% |
| 1226 | Pacific Center for Financial Services#1226 · 99 sh | 99 | $22.1K | — | 0.0% |
| 1227 | Financial Management Professionals#1227 · 98 sh | 98 | $21.9K | — | +2.1% |
| 1228 | James T. Borello RIA#1228 · 97 sh | 97 | $21.7K | — | +29.3% |
| 1229 | Westend Capital Management#1229 · 87 sh | 87 | $19.5K | <0.01% | -1.1% |
| 1230 | Covestor Ltd#1230 · 83 sh | 83 | $19.0K | 0.01% | -2.4% |
| 1231 | Abound Wealth Management#1231 · 84 sh | 84 | $18.7K | — | -34.4% |
| 1232 | First Command Advisory Services#1232 · 82 sh | 82 | $18.3K | <0.01% | -57.5% |
| 1233 | Pinnacle Bancorp#1233 · 80 sh | 80 | $17.9K | — | 0.0% |
| 1234 | Glen Eagle Advisors#1234 · 80 sh | 80 | $17.9K | <0.01% | 0.0% |
| 1235 | Spectrum Wealth Advisory Group#1235 · 80 sh | 80 | $17.8K | <0.01% | New |
| 1236 | Park Place Capital#1236 · 79 sh | 79 | $17.7K | <0.01% | -30.7% |
| 1237 | Westfuller Advisors#1237 · 78 sh | 78 | $17.4K | <0.01% | 0.0% |
| 1238 | Murphy & Mullick Capital Management#1238 · 77 sh | 77 | $17.2K | 0.01% | -3.8% |
| 1239 | Center for Financial Planning#1239 · 76 sh | 76 | $17.0K | — | 0.0% |
| 1240 | WOLFF WIESE MAGANA#1240 · 76 sh | 76 | $17.0K | — | 0.0% |
| 1241 | Financial Network Wealth Advisors#1241 · 75 sh | 75 | $16.8K | 0.02% | +1.4% |
| 1242 | ATLAS CAPITAL ADVISORS#1242 · 73 sh | 73 | $16.3K | <0.01% | 0.0% |
| 1243 | HOLLENCREST SECURITIES#1243 · 72 sh | 72 | $16.1K | <0.01% | +1.4% |
| 1244 | Rossby Financial, LCC#1244 · 72 sh | 72 | $16.1K | <0.01% | -1.4% |
| 1245 | KELLEHER FINANCIAL ADVISORS#1245 · 71 sh | 71 | $15.9K | <0.01% | +36.5% |
| 1246 | 1 NORTH WEALTH SERVICES#1246 · 69 sh | 69 | $15.4K | <0.01% | New |
| 1247 | West Branch Capital#1247 · 69 sh | 69 | $15.4K | — | 0.0% |
| 1248 | Sachetta#1248 · 69 sh | 69 | $15.4K | <0.01% | +43.8% |
| 1249 | Private Wealth Management Group#1249 · 69 sh | 69 | $15.4K | — | 0.0% |
| 1250 | Orion Capital Management#1250 · 69 sh | 69 | $15.4K | <0.01% | +1.5% |
| 1251 | Noble Wealth Management PBC#1251 · 67 sh | 67 | $15.0K | — | +4.7% |
| 1252 | Cornerstone Financial Management#1252 · 66 sh | 66 | $14.8K | 0.01% | +24.5% |
| 1253 | E Fund Management (Hong Kong) , Ltd.#1253 · 64 sh | 64 | $14.3K | <0.01% | 0.0% |
| 1254 | Financial Life Planners#1254 · 62 sh | 62 | $13.9K | <0.01% | +1.6% |
| 1255 | FINANCIAL CONSULATE#1255 · 61 sh | 61 | $13.7K | — | +3.4% |
| 1256 | Institute for Wealth Management#1256 · 60 sh | 60 | $13.4K | <0.01% | New |
| 1257 | Bare Financial Services#1257 · 59 sh | 59 | $13.2K | <0.01% | +90.3% |
| 1258 | Frazier Financial Advisors#1258 · 58 sh | 58 | $13.0K | <0.01% | 0.0% |
| 1259 | Strategic Advocates#1259 · 57 sh | 57 | $12.7K | 0.05% | -16.2% |
| 1260 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#1260 · 55 sh | 55 | $12.4K | 0.00% | -20.3% |
| 1261 | LOM Asset Management Ltd#1261 · 55 sh | 55 | $12.3K | <0.01% | 0.0% |
| 1262 | HORIZON FINANCIAL SERVICES#1262 · 54 sh | 54 | $12.1K | <0.01% | +31.7% |
| 1263 | IMG Wealth Management#1263 · 54 sh | 54 | $12.1K | — | +42.1% |
| 1264 | PITTENGER & ANDERSON#1264 · 52 sh | 52 | $11.6K | <0.01% | 0.0% |
| 1265 | Oakworth Capital#1265 · 52 sh | 52 | $11.6K | — | 0.0% |
| 1266 | BARTLETT & WEALTH MANAGEMENT#1266 · 51 sh | 51 | $11.4K | <0.01% | +64.5% |
| 1267 | Bangor Savings Bank#1267 · 50 sh | 50 | $11.2K | — | 0.0% |
| 1268 | Colonial Advisors#1268 · 50 sh | 50 | $11.2K | <0.01% | 0.0% |
| 1269 | Kilter Group#1269 · 50 sh | 50 | $11.2K | <0.01% | -7.4% |
| 1270 | Aspect Partners#1270 · 50 sh | 50 | $11.2K | — | +2.0% |
| 1271 | Allied Private Wealth#1271 · 51 sh | 51 | $11.2K | <0.01% | — |
| 1272 | Leonteq Securities AG#1272 · 49 sh | 49 | $11.0K | <0.01% | 0.0% |
| 1273 | JFS WEALTH ADVISORS#1273 · 49 sh | 49 | $11.0K | <0.01% | +11.4% |
| 1274 | COMPASS FINANCIAL MANAGEMENT#1274 · 49 sh | 49 | $11.0K | <0.01% | — |
| 1275 | Dunhill Financial#1275 · 48 sh | 48 | $10.8K | <0.01% | +14.3% |
| 1276 | Ritter Daniher Financial Advisory / DE#1276 · 48 sh | 48 | $10.7K | <0.01% | 0.0% |
| 1277 | RAFFA WEALTH MANAGEMENT#1277 · 48 sh | 48 | $10.7K | <0.01% | +14.3% |
| 1278 | SouthState Bank#1278 · 46 sh | 46 | $10.3K | <0.01% | +24.3% |
| 1279 | Financial Perspectives#1279 · 46 sh | 46 | $10.2K | <0.01% | -11.5% |
| 1280 | Gold Investment Management Ltd.#1280 · 45 sh | 45 | $10.1K | — | 0.0% |
| 1281 | Creative Capital Management Investments#1281 · 41 sh | 41 | $9.2K | <0.01% | 0.0% |
| 1282 | ADIRONDACK#1282 · 40 sh | 40 | $8.9K | — | 0.0% |
| 1283 | Jackson, Grant Investment Advisers#1283 · 38 sh | 38 | $8.5K | <0.01% | 0.0% |
| 1284 | Signature Equity Partners#1284 · 38 sh | 38 | $8.4K | <0.01% | -68.6% |
| 1285 | Crewe Advisors#1285 · 35 sh | 35 | $7.8K | <0.01% | -45.3% |
| 1286 | Principia Wealth Advisory#1286 · 35 sh | 35 | $7.8K | <0.01% | +20.7% |
| 1287 | MJT & Associates Financial Advisory Group#1287 · 35 sh | 35 | $7.8K | — | -14.6% |
| 1288 | Rialto Wealth Management#1288 · 31 sh | 31 | $6.9K | <0.01% | +29.2% |
| 1289 | MARK SHEPTOFF FINANCIAL PLANNING#1289 · 31 sh | 31 | $6.9K | <0.01% | 0.0% |
| 1290 | AMERIFLEX GROUP#1290 · 31 sh | 31 | $6.9K | <0.01% | +520.0% |
| 1291 | NBH Bank#1291 · 31 sh | 31 | $6.9K | <0.01% | — |
| 1292 | Nova Wealth Management#1292 · 31 sh | 31 | $6.9K | <0.01% | 0.0% |
| 1293 | Park Square Financial Group#1293 · 30 sh | 30 | $6.7K | 0.06% | -18.9% |
| 1294 | Addison Advisors#1294 · 28 sh | 28 | $6.3K | <0.01% | 0.0% |
| 1295 | TrueNorth#1295 · 28 sh | 28 | $6.3K | <0.01% | -26.3% |
| 1296 | Imprint Wealth#1296 · 28 sh | 28 | $6.3K | 0.03% | 0.0% |
| 1297 | Fairman Group#1297 · 28 sh | 28 | $6.3K | — | 0.0% |
| 1298 | Strategic Investment Solutions#1298 · 28 sh | 28 | $6.2K | <0.01% | 0.0% |
| 1299 | Plante Moran Financial Advisors#1299 · 27 sh | 27 | $6.0K | <0.01% | New |
| 1300 | SJS Investment Consulting#1300 · 25 sh | 25 | $5.6K | — | -13.8% |
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.