SIMON PROPERTY GROUP INC. (SPG) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,367. 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 1,301–1,367 of 1,367
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | Davis Capital Management#1301 · 25 sh | 25 | $5.6K | — | +31.6% |
| 1302 | Crews Bank#1302 · 25 sh | 25 | $5.6K | <0.01% | 0.0% |
| 1303 | MARSHALL INVESTMENT MANAGEMENT#1303 · 24 sh | 24 | $5.4K | <0.01% | New |
| 1304 | Burk#1304 · 24 sh | 24 | $5.4K | <0.01% | 0.0% |
| 1305 | CULLEN/FROST BANKERS#1305 · 23 sh | 23 | $5.3K | <0.01% | -84.2% |
| 1306 | Morse Asset Management#1306 · 23 sh | 23 | $5.1K | <0.01% | +91.7% |
| 1307 | POM Investment Strategies#1307 · 23 sh | 23 | $5.1K | — | 0.0% |
| 1308 | Retirement Wealth Solutions#1308 · 23 sh | 23 | $5.1K | — | 0.0% |
| 1309 | TSFG#1309 · 22 sh | 22 | $5.0K | — | New |
| 1310 | Archer Investment#1310 · 22 sh | 22 | $5.0K | <0.01% | 0.0% |
| 1311 | HM PAYSON#1311 · 22 sh | 22 | $4.9K | <0.01% | 0.0% |
| 1312 | Planning Strategies#1312 · 21 sh | 21 | $4.7K | — | — |
| 1313 | COUNTRY BANK#1313 · 20 sh | 20 | $4.5K | <0.01% | -31.0% |
| 1314 | Strategic Wealth Partners, Ltd.#1314 · 20 sh | 20 | $4.5K | <0.01% | -9.1% |
| 1315 | Smallwood Wealth Investment Management#1315 · 20 sh | 20 | $4.5K | <0.01% | -33.3% |
| 1316 | Clark Wealth Partners#1316 · 20 sh | 20 | $4.5K | — | 0.0% |
| 1317 | HUDSON EDGE INVESTMENT PARTNERS#1317 · 19 sh | 19 | $4.2K | <0.01% | -100.0% |
| 1318 | Medallion Wealth Advisors#1318 · 18 sh | 18 | $4.1K | <0.01% | +5.9% |
| 1319 | GROESBECK INVESTMENT MANAGEMENT#1319 · 20 sh | 20 | $4.0K | — | 0.0% |
| 1320 | Darwin Wealth Management#1320 · 17 sh | 17 | $3.8K | <0.01% | 0.0% |
| 1321 | Costello Asset Management#1321 · 17 sh | 17 | $3.8K | <0.01% | 0.0% |
| 1322 | S&T BANK#1322 · 16 sh | 16 | $3.6K | <0.01% | 0.0% |
| 1323 | GoalVest Advisory#1323 · 16 sh | 16 | $3.6K | — | New |
| 1324 | Private Wealth Asset Management#1324 · 16 sh | 16 | $3.6K | <0.01% | 0.0% |
| 1325 | Independence Bank of Kentucky#1325 · 15 sh | 15 | $3.4K | — | -40.0% |
| 1326 | Nemes Rush Group#1326 · 15 sh | 15 | $3.4K | <0.01% | 0.0% |
| 1327 | American Capital Advisory#1327 · 15 sh | 15 | $3.4K | <0.01% | +7.1% |
| 1328 | Quest 10 Wealth Builders#1328 · 15 sh | 15 | $3.4K | <0.01% | 0.0% |
| 1329 | OGOREK ANTHONY JOSEPH /NY#1329 · 14 sh | 14 | $3.0K | <0.01% | -53.3% |
| 1330 | NVWM#1330 · 13 sh | 13 | $2.9K | — | +8.3% |
| 1331 | Golden State Equity Partners#1331 · 13 sh | 13 | $2.9K | <0.01% | -99.9% |
| 1332 | GILPIN WEALTH MANAGEMENT#1332 · 12 sh | 12 | $2.7K | — | 0.0% |
| 1333 | ALERUS FINANCIAL NA#1333 · 12 sh | 12 | $2.7K | <0.01% | 0.0% |
| 1334 | CBIZ Investment Advisory Services#1334 · 14 sh | 14 | $2.6K | <0.01% | 0.0% |
| 1335 | Trifecta Capital Advisors#1335 · 11 sh | 11 | $2.5K | — | New |
| 1336 | Mascoma Wealth Management#1336 · 11 sh | 11 | $2.5K | — | 0.0% |
| 1337 | RMG Wealth Management#1337 · 11 sh | 11 | $2.4K | — | 0.0% |
| 1338 | Silicon Valley Capital Partners#1338 · 10 sh | 10 | $2.3K | <0.01% | 0.0% |
| 1339 | Quaker Wealth Management#1339 · 10 sh | 10 | $2.2K | — | 0.0% |
| 1340 | Washington Advisors#1340 · 9 sh | 9 | $2.0K | — | 0.0% |
| 1341 | Elevated Capital Advisors#1341 · 8 sh | 8 | $1.8K | <0.01% | 0.0% |
| 1342 | FWL INVESTMENT MANAGEMENT#1342 · 8 sh | 8 | $1.8K | <0.01% | New |
| 1343 | NORTHSTAR ASSET MANAGEMENT#1343 · 7 sh | 7 | $1.6K | — | New |
| 1344 | Asset Dedication#1344 · 6 sh | 6 | $1.3K | <0.01% | +100.0% |
| 1345 | Three Bearings Fiduciary Advisors#1345 · 5 sh | 5 | $1.1K | <0.01% | 0.0% |
| 1346 | Signature Resources Capital Management#1346 · 5 sh | 5 | $1.1K | — | 0.0% |
| 1347 | Strengthening Families & Communities#1347 · 4 sh | 4 | $895.00 | — | New |
| 1348 | Provenance Wealth Advisors#1348 · 4 sh | 4 | $895.00 | <0.01% | New |
| 1349 | Cassaday & Wealth Management#1349 · 3 sh | 3 | $671.00 | 0.00% | -66.7% |
| 1350 | Tidemark#1350 · 3 sh | 3 | $671.00 | <0.01% | 0.0% |
| 1351 | Mosley Wealth Management#1351 · 3 sh | 3 | $671.00 | — | New |
| 1352 | Breakwater Investment Management#1352 · 3 sh | 3 | $671.00 | — | 0.0% |
| 1353 | 3 FACTOR INDEXING#1353 · 2 sh | 2 | $448.00 | — | 0.0% |
| 1354 | Stone House Investment Management#1354 · 2 sh | 2 | $447.00 | — | +100.0% |
| 1355 | Buck Wealth Strategies#1355 · 2 sh | 2 | $447.00 | 0.00% | New |
| 1356 | ROSS\JOHNSON & Associates#1356 · 2 sh | 2 | $447.00 | <0.01% | +100.0% |
| 1357 | Godfrey Financial Associates#1357 · 2 sh | 2 | $447.00 | <0.01% | 0.0% |
| 1358 | Downshift Financial#1358 · 2 sh | 2 | $447.00 | — | New |
| 1359 | Redwood Park Advisors#1359 · 1 sh | 1 | $224.00 | <0.01% | 0.0% |
| 1360 | Highland Investment Advisors#1360 · 1 sh | 1 | $224.00 | <0.01% | — |
| 1361 | Kingdom Financial Group#1361 · 1 sh | 1 | $202.00 | <0.01% | -99.1% |
| 1362 | Measured Wealth Private Client Group#1362 · 0 sh | 0 | $56.00 | 0.00% | New |
| 1363 | Evolution Advisers#1363 · 3 sh | 3 | $0.00 | 0.00% | New |
| 1364 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#1364 · 470,733 sh | 470,733 | — | — | -8.9% |
| 1365 | VESTOR CAPITAL#1365 · 187 sh | 187 | — | — | -81.3% |
| 1366 | Cardano Risk Management B.V.#1366 · 466,269 sh | 466,269 | — | — | New |
| 1367 | Quantum Portfolio Management#1367 · 5,120 sh | 5,120 | — | — | -3.3% |
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.