SIMON PROPERTY GROUP INC. (SPG) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 1,367
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | MAI Capital Management#301 · 36,103 sh | 36,103 | $8.1M | 0.03% | +3.5% |
| 302 | OP Asset Management Ltd#302 · 35,092 sh | 35,092 | $7.8M | 0.08% | +7.7% |
| 303 | Oliver Luxxe Assets#303 · 34,797 sh | 34,797 | $7.8M | — | -13.2% |
| 304 | Sanctuary Advisors#304 · 34,761 sh | 34,761 | $7.8M | 0.04% | +0.7% |
| 305 | Norinchukin Bank, The#305 · 34,503 sh | 34,503 | $7.7M | 0.08% | -2.1% |
| 306 | Prana Capital Management#306 · 34,270 sh | 34,270 | $7.7M | 0.23% | -74.2% |
| 307 | MIRAE ASSET GLOBAL ETFS Ltd.#307 · 34,013 sh | 34,013 | $7.6M | <0.01% | -42.9% |
| 308 | FRED ALGER MANAGEMENT#308 · 33,013 sh | 33,013 | $7.6M | 0.03% | -0.2% |
| 309 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#309 · 33,482 sh | 33,482 | $7.5M | — | -3.2% |
| 310 | Del-Sette Capital Management#310 · 33,467 sh | 33,467 | $7.5M | — | +65.5% |
| 311 | Naviter Wealth#311 · 33,283 sh | 33,283 | $7.4M | 0.68% | +22.3% |
| 312 | SHEETS SMITH WEALTH MANAGEMENT#312 · 33,264 sh | 33,264 | $7.4M | — | -1.9% |
| 313 | Investment Management of Ontario#313 · 32,948 sh | 32,948 | $7.4M | 0.09% | +6.1% |
| 314 | D.A. DAVIDSON#314 · 32,906 sh | 32,906 | $7.4M | 0.04% | +0.2% |
| 315 | JAMISON PRIVATE WEALTH MANAGEMENT#315 · 32,788 sh | 32,788 | $7.3M | — | +7.9% |
| 316 | BROWN ADVISORY#316 · 31,614 sh | 31,614 | $7.1M | 0.01% | +4.1% |
| 317 | Concurrent Investment Advisors#317 · 31,582 sh | 31,582 | $7.1M | — | -1.5% |
| 318 | Lighthouse Investment Partners#318 · 31,195 sh | 31,195 | $7.0M | 0.19% | New |
| 319 | Waterloo Capital, L.P.#319 · 30,885 sh | 30,885 | $6.9M | 0.39% | +9.4% |
| 320 | LOS ANGELES CAPITAL MANAGEMENT#320 · 30,369 sh | 30,369 | $6.8M | 0.03% | +1307.9% |
| 321 | Ilmarinen Mutual Pension Insurance#321 · 30,303 sh | 30,303 | $6.8M | 0.05% | -26.8% |
| 322 | EDGAR LOMAX#322 · 30,265 sh | 30,265 | $6.8M | 0.51% | -8.4% |
| 323 | Baird Financial Group#323 · 30,096 sh | 30,096 | $6.7M | <0.01% | -21.7% |
| 324 | Susquehanna Portfolio Strategies#324 · 29,688 sh | 29,688 | $6.6M | 0.11% | -90.0% |
| 325 | LEGACY FINANCIAL INDEPENDENT ADVISORS#325 · 29,621 sh | 29,621 | $6.6M | 3.12% | +1.3% |
| 326 | Summit Trail Advisors#326 · 29,339 sh | 29,339 | $6.6M | 0.08% | -3.1% |
| 327 | Crossmark Global#327 · 29,299 sh | 29,299 | $6.6M | — | +0.9% |
| 328 | TD Waterhouse Canada#328 · 29,031 sh | 29,031 | $6.5M | — | +502.8% |
| 329 | Cambridge Investment Research Advisors#329 · 28,811 sh | 28,811 | $6.4M | 0.01% | +1.0% |
| 330 | Vanderbilt University#330 · 28,808 sh | 28,808 | $6.4M | 0.88% | -0.3% |
| 331 | Riverview Capital Advisers#331 · 28,555 sh | 28,555 | $6.4M | 1.83% | -3.3% |
| 332 | Avanza Fonder AB#332 · 28,440 sh | 28,440 | $6.4M | — | 0.0% |
| 333 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#333 · 28,430 sh | 28,430 | $6.4M | <0.01% | -50.7% |
| 334 | OPPENHEIMER#334 · 28,124 sh | 28,124 | $6.3M | — | +0.1% |
| 335 | Soltis Investment Advisors#335 · 27,851 sh | 27,851 | $6.2M | 0.35% | +5.8% |
| 336 | Truvestments Capital#336 · 27,655 sh | 27,655 | $6.2M | 0.92% | +0.3% |
| 337 | IBEX WEALTH ADVISORS#337 · 27,525 sh | 27,525 | $6.2M | 0.48% | New |
| 338 | Advisory Services Network#338 · 27,383 sh | 27,383 | $6.1M | 0.07% | +19.4% |
| 339 | CI INVESTMENTS#339 · 27,122 sh | 27,122 | $6.1M | 0.02% | +4.7% |
| 340 | Hamilton Capital Partners#340 · 26,893 sh | 26,893 | $6.0M | 0.17% | -0.7% |
| 341 | LAZARD ASSET MANAGEMENT#341 · 26,823 sh | 26,823 | $6.0M | <0.01% | -92.2% |
| 342 | CAPTRUST FINANCIAL ADVISORS#342 · 26,663 sh | 26,663 | $6.0M | <0.01% | -2.7% |
| 343 | Integrated Advisors Network#343 · 26,341 sh | 26,341 | $5.9M | — | -1.2% |
| 344 | Cornerstone Wealth Group#344 · 25,619 sh | 25,619 | $5.7M | 0.34% | -7.6% |
| 345 | Pacer Advisors#345 · 25,557 sh | 25,557 | $5.7M | 0.01% | +57.1% |
| 346 | EASTERLY INVESTMENT PARTNERS#346 · 25,144 sh | 25,144 | $5.6M | 0.29% | -50.5% |
| 347 | Private Advisor Group#347 · 24,932 sh | 24,932 | $5.6M | 0.03% | +0.1% |
| 348 | Gulf International Bank (UK) Ltd#348 · 24,793 sh | 24,793 | $5.5M | — | -1.9% |
| 349 | BRUNI J V#349 · 24,746 sh | 24,746 | $5.5M | 0.51% | -6.5% |
| 350 | Horizon Investments#350 · 24,731 sh | 24,731 | $5.5M | 0.06% | +10.1% |
| 351 | COMMERCE BANK#351 · 24,420 sh | 24,420 | $5.5M | 0.02% | +24.6% |
| 352 | Generali Investments CEE, investicni spolecnost, a.s.#352 · 24,102 sh | 24,102 | $5.4M | — | 0.0% |
| 353 | Brookstone Capital Management#353 · 24,049 sh | 24,049 | $5.4M | — | +2.1% |
| 354 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#354 · 24,010 sh | 24,010 | $5.4M | 0.04% | 0.0% |
| 355 | Vident Advisory#355 · 23,699 sh | 23,699 | $5.3M | 0.04% | +3.7% |
| 356 | Venture Visionary Partners#356 · 23,393 sh | 23,393 | $5.2M | — | -1.2% |
| 357 | RWA WEALTH PARTNERS#357 · 23,228 sh | 23,228 | $5.2M | 0.05% | -2.5% |
| 358 | Eurizon Capital SGR S.p.A.#358 · 23,172 sh | 23,172 | $5.2M | 0.01% | -30.4% |
| 359 | Fiduciary Group#359 · 22,977 sh | 22,977 | $5.1M | 0.40% | -0.6% |
| 360 | Saudi Central Bank#360 · 22,739 sh | 22,739 | $5.1M | 0.07% | +88.7% |
| 361 | OMERS ADMINISTRATION#361 · 22,686 sh | 22,686 | $5.1M | 0.03% | +11.0% |
| 362 | SAM Advisors#362 · 22,371 sh | 22,371 | $5.0M | 1.37% | +1.6% |
| 363 | Vertrix Wealth Management#363 · 21,972 sh | 21,972 | $4.9M | — | -5.8% |
| 364 | Steward Partners Investment Advisory#364 · 21,963 sh | 21,963 | $4.9M | 0.03% | +75.1% |
| 365 | Yarbrough Capital#365 · 21,500 sh | 21,500 | $4.8M | — | 0.0% |
| 366 | McGinn Penninger Investment Management#366 · 21,012 sh | 21,012 | $4.7M | 2.86% | -0.9% |
| 367 | MidFirst Bank#367 · 20,529 sh | 20,529 | $4.6M | 0.33% | +0.9% |
| 368 | W.G. Shaheen & Associates DBA Whitney#368 · 20,489 sh | 20,489 | $4.6M | 0.33% | -1.7% |
| 369 | Kentucky Retirement Systems#369 · 20,453 sh | 20,453 | $4.6M | 0.11% | -20.2% |
| 370 | Benson Wealth Management#370 · 20,448 sh | 20,448 | $4.6M | 4.60% | -7.4% |
| 371 | Pensionfund Sabic#371 · 20,006 sh | 20,006 | $4.5M | — | 0.0% |
| 372 | BDF-GESTION#372 · 13,502 sh | 13,502 | $4.4M | — | -10.1% |
| 373 | PEAPACK GLADSTONE FINANCIAL#373 · 19,727 sh | 19,727 | $4.4M | 0.05% | +0.6% |
| 374 | Prospera Financial Services#374 · 19,537 sh | 19,537 | $4.4M | 0.06% | -2.5% |
| 375 | B. Metzler seel. Sohn & AG#375 · 19,456 sh | 19,456 | $4.4M | 0.04% | 0.0% |
| 376 | Atria Investments#376 · 19,324 sh | 19,324 | $4.3M | — | -7.9% |
| 377 | FEDERATED HERMES#377 · 19,217 sh | 19,217 | $4.3M | <0.01% | -20.5% |
| 378 | ALPS ADVISORS#378 · 19,019 sh | 19,019 | $4.3M | 0.02% | New |
| 379 | BLAIR WILLIAM#379 · 18,882 sh | 18,882 | $4.2M | 0.01% | -0.8% |
| 380 | SIMPLEX TRADING#380 · 18,677 sh | 18,677 | $4.2M | <0.01% | +2051.7% |
| 381 | Modern Wealth Management#381 · 18,640 sh | 18,640 | $4.2M | 0.05% | +6.5% |
| 382 | Quadrature Capital Ltd#382 · 18,601 sh | 18,601 | $4.2M | 0.04% | New |
| 383 | Woodline Partners#383 · 18,496 sh | 18,496 | $4.1M | 0.01% | +45.3% |
| 384 | Allworth Financial#384 · 18,256 sh | 18,256 | $4.1M | 0.02% | -6.9% |
| 385 | TCG Advisory Services#385 · 18,165 sh | 18,165 | $4.1M | 0.07% | +18.1% |
| 386 | FIFTH THIRD BANCORP#386 · 18,161 sh | 18,161 | $4.1M | <0.01% | -2.5% |
| 387 | HARTFORD INVESTMENT MANAGEMENT#387 · 17,907 sh | 17,907 | $4.0M | 0.11% | -3.3% |
| 388 | Equitable#388 · 17,874 sh | 17,874 | $4.0M | 0.02% | -7.0% |
| 389 | LDR Capital Management#389 · 17,706 sh | 17,706 | $4.0M | — | +79.6% |
| 390 | Lido Advisors#390 · 17,334 sh | 17,334 | $3.9M | 0.01% | -0.5% |
| 391 | ABN AMRO INVESTMENT SOLUTIONS#391 · 17,252 sh | 17,252 | $3.9M | — | +37.4% |
| 392 | Maryland State Retirement & Pension System#392 · 17,242 sh | 17,242 | $3.9M | 0.07% | +5.6% |
| 393 | OpenArc Corporate Advisory#393 · 17,156 sh | 17,156 | $3.8M | — | +7.1% |
| 394 | SPIRIT OF AMERICA MANAGEMENT#394 · 16,850 sh | 16,850 | $3.8M | — | 0.0% |
| 395 | Louisiana State Employees Retirement System#395 · 16,600 sh | 16,600 | $3.7M | — | 0.0% |
| 396 | U S WEALTH GROUP#396 · 16,406 sh | 16,406 | $3.7M | 2.20% | +9.8% |
| 397 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#397 · 16,195 sh | 16,195 | $3.6M | 0.09% | +7.3% |
| 398 | New Insight Wealth Advisors#398 · 16,025 sh | 16,025 | $3.6M | 1.06% | -9.8% |
| 399 | iA Global Asset Management#399 · 15,880 sh | 15,880 | $3.6M | 0.04% | -2.2% |
| 400 | CHOREO#400 · 15,799 sh | 15,799 | $3.5M | 0.04% | -2.4% |
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.