SIMON PROPERTY GROUP INC. (SPG) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 1,367
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | AG2R LA MONDIALE GESTION D'ACTIFS#401 · 15,781 sh | 15,781 | $3.5M | — | +6.0% |
| 402 | Slagle Financial#402 · 15,690 sh | 15,690 | $3.5M | 1.05% | +4.4% |
| 403 | Summit Financial#403 · 15,554 sh | 15,554 | $3.5M | 0.04% | -0.3% |
| 404 | ALPINE WOODS CAPITAL INVESTORS#404 · 15,515 sh | 15,515 | $3.5M | 0.75% | -5.8% |
| 405 | Squarepoint Ops#405 · 15,419 sh | 15,419 | $3.4M | <0.01% | +78.4% |
| 406 | Dai-ichi Life Insurance Company, Ltd#406 · 15,401 sh | 15,401 | $3.4M | 0.08% | +21.0% |
| 407 | AGF MANAGEMENT LTD#407 · 15,313 sh | 15,313 | $3.4M | 0.01% | +17.2% |
| 408 | Braeburn Wealth Management#408 · 15,271 sh | 15,271 | $3.4M | — | 0.0% |
| 409 | Lodestone Wealth Management#409 · 15,262 sh | 15,262 | $3.4M | — | -0.9% |
| 410 | GeoWealth Management#410 · 15,222 sh | 15,222 | $3.4M | 0.11% | -22.4% |
| 411 | Canada Post Registered Pension Plan#411 · 15,216 sh | 15,216 | $3.4M | 0.12% | -3.5% |
| 412 | WHITTIER#412 · 15,038 sh | 15,038 | $3.4M | 0.03% | +43.3% |
| 413 | Man Group plc#413 · 15,116 sh | 15,116 | $3.4M | <0.01% | -77.1% |
| 414 | Cresset Asset Management#414 · 14,867 sh | 14,867 | $3.3M | 0.01% | +13.8% |
| 415 | Kingsview Wealth Management#415 · 14,835 sh | 14,835 | $3.3M | 0.04% | -68.3% |
| 416 | UNITED CAPITAL FINANCIAL ADVISORS#416 · 14,809 sh | 14,809 | $3.3M | 0.02% | +1.9% |
| 417 | Caprock Group#417 · 14,559 sh | 14,559 | $3.3M | 0.06% | +10.9% |
| 418 | BURNEY#418 · 14,554 sh | 14,554 | $3.3M | — | -32.1% |
| 419 | GUGGENHEIM CAPITAL#419 · 14,506 sh | 14,506 | $3.2M | 0.02% | +1.7% |
| 420 | INSPIRE , N.A.#420 · 14,500 sh | 14,500 | $3.2M | 0.45% | 0.0% |
| 421 | FINANCIAL MANAGEMENT NETWORK#421 · 14,095 sh | 14,095 | $3.2M | — | +0.1% |
| 422 | Stamos Capital Partners, L.P.#422 · 14,332 sh | 14,332 | $3.2M | 0.49% | +0.9% |
| 423 | TOCQUEVILLE ASSET MANAGEMENT L.P.#423 · 14,314 sh | 14,314 | $3.2M | 0.04% | -0.2% |
| 424 | Miracle Mile Advisors#424 · 14,271 sh | 14,271 | $3.2M | 0.04% | -0.1% |
| 425 | Vestmark Advisory Solutions#425 · 14,225 sh | 14,225 | $3.2M | 0.03% | +32.5% |
| 426 | PARK AVENUE SECURITIES#426 · 14,024 sh | 14,024 | $3.1M | — | -28.4% |
| 427 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P.#427 · 14,000 sh | 14,000 | $3.1M | — | +0.9% |
| 428 | Walleye Trading#428 · 13,868 sh | 13,868 | $3.1M | <0.01% | +108.6% |
| 429 | Foundations Investment Advisors#429 · 13,745 sh | 13,745 | $3.1M | 0.03% | -0.9% |
| 430 | DoubleLine ETF Adviser#430 · 13,659 sh | 13,659 | $3.1M | 1.26% | -11.5% |
| 431 | Wellington Shields Capital Management#431 · 13,465 sh | 13,465 | $3.0M | 0.38% | +15.5% |
| 432 | Merit Financial Group#432 · 13,215 sh | 13,215 | $3.0M | 0.02% | +4.1% |
| 433 | Cunning Capital Partners#433 · 13,189 sh | 13,189 | $3.0M | 1.19% | 0.0% |
| 434 | Plato Investment Management Ltd#434 · 13,239 sh | 13,239 | $2.9M | 0.17% | +4.4% |
| 435 | FORTEM FINANCIAL GROUP#435 · 13,108 sh | 13,108 | $2.9M | — | +0.7% |
| 436 | Hudson Canyon Capital Management#436 · 12,985 sh | 12,985 | $2.9M | 1.55% | -3.2% |
| 437 | CIM#437 · 12,949 sh | 12,949 | $2.9M | 0.37% | +2.8% |
| 438 | ADELL HARRIMAN & CARPENTER#438 · 12,948 sh | 12,948 | $2.9M | 0.15% | +0.4% |
| 439 | EVOLVE PRIVATE WEALTH#439 · 12,750 sh | 12,750 | $2.9M | 0.17% | -19.1% |
| 440 | MUFG Securities EMEA plc#440 · 12,693 sh | 12,693 | $2.8M | 0.03% | -4.8% |
| 441 | KESTRA PRIVATE WEALTH SERVICES#441 · 12,686 sh | 12,686 | $2.8M | 0.03% | -5.2% |
| 442 | RED CEDAR INVESTMENT MANAGEMENT#442 · 12,685 sh | 12,685 | $2.8M | 0.27% | 0.0% |
| 443 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#443 · 12,676 sh | 12,676 | $2.8M | 0.18% | New |
| 444 | TOWER BRIDGE ADVISORS#444 · 12,670 sh | 12,670 | $2.8M | 0.26% | 0.0% |
| 445 | ASSETMARK#445 · 12,566 sh | 12,566 | $2.8M | — | +6.9% |
| 446 | CASCADE INVESTMENT GROUP#446 · 12,527 sh | 12,527 | $2.8M | — | -0.8% |
| 447 | CARRET ASSET MANAGEMENT#447 · 12,203 sh | 12,203 | $2.7M | 0.24% | -3.6% |
| 448 | CCM INVESTMENT ADVISERS#448 · 12,120 sh | 12,120 | $2.7M | 0.21% | 0.0% |
| 449 | Savant Capital#449 · 13,139 sh | 13,139 | $2.7M | <0.01% | +100.1% |
| 450 | M&G Plc#450 · 12,066 sh | 12,066 | $2.7M | 0.01% | 0.0% |
| 451 | Pasadena Private Wealth#451 · 12,082 sh | 12,082 | $2.7M | 0.34% | +0.2% |
| 452 | TCW GROUP#452 · 11,952 sh | 11,952 | $2.7M | 0.02% | -10.5% |
| 453 | BCGM Wealth Management#453 · 11,889 sh | 11,889 | $2.7M | 0.56% | +4.7% |
| 454 | Sequoia Financial Advisors#454 · 11,752 sh | 11,752 | $2.6M | 0.01% | +20.2% |
| 455 | NORDEN GROUP#455 · 11,504 sh | 11,504 | $2.6M | — | +6.2% |
| 456 | Callan Family Office#456 · 11,434 sh | 11,434 | $2.6M | 0.05% | +2.2% |
| 457 | TOKIO MARINE ASSET MANAGEMENT LTD#457 · 11,393 sh | 11,393 | $2.5M | — | +1.9% |
| 458 | Old Port Advisors#458 · 11,379 sh | 11,379 | $2.5M | — | +4.0% |
| 459 | MGO ONE SEVEN#459 · 11,311 sh | 11,311 | $2.5M | 0.04% | +2.8% |
| 460 | Perpetual Ltd#460 · 11,235 sh | 11,235 | $2.5M | — | +0.6% |
| 461 | Orion Porfolio Solutions#461 · 11,148 sh | 11,148 | $2.5M | 0.02% | +10.4% |
| 462 | Vise Technologies#462 · 10,980 sh | 10,980 | $2.5M | 0.03% | +45.8% |
| 463 | Redmond Asset Management#463 · 10,940 sh | 10,940 | $2.4M | 0.61% | -5.6% |
| 464 | TEMA ETFS#464 · 10,838 sh | 10,838 | $2.4M | — | +10.3% |
| 465 | HOWLAND CAPITAL MANAGEMENT#465 · 10,786 sh | 10,786 | $2.4M | — | +1.7% |
| 466 | E. Ohman J:or Asset Management AB#466 · 10,529 sh | 10,529 | $2.4M | — | 0.0% |
| 467 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#467 · 10,398 sh | 10,398 | $2.3M | 0.03% | -0.1% |
| 468 | Apollon Wealth Management#468 · 10,357 sh | 10,357 | $2.3M | — | +21.1% |
| 469 | BROWN BROTHERS HARRIMAN#469 · 10,346 sh | 10,346 | $2.3M | 0.01% | +65.0% |
| 470 | Meeder Advisory Services#470 · 10,296 sh | 10,296 | $2.3M | 0.08% | +2.8% |
| 471 | Morangie Management#471 · 10,271 sh | 10,271 | $2.3M | — | 0.0% |
| 472 | DRW Securities#472 · 10,240 sh | 10,240 | $2.3M | 0.06% | -46.5% |
| 473 | Diligent Investors#473 · 10,234 sh | 10,234 | $2.3M | — | +0.3% |
| 474 | Mount Yale Investment Advisors#474 · 10,158 sh | 10,158 | $2.3M | 0.04% | +1.6% |
| 475 | JEPPSON WEALTH MANAGEMENT#475 · 10,153 sh | 10,153 | $2.3M | — | -0.1% |
| 476 | Cascade Financial Partners#476 · 10,079 sh | 10,079 | $2.3M | 0.20% | +21.8% |
| 477 | Farther Finance Advisors#477 · 10,056 sh | 10,056 | $2.3M | — | +9.0% |
| 478 | Raiffeisen Bank International AG#478 · 9,865 sh | 9,865 | $2.2M | 0.03% | +2.7% |
| 479 | Mystic Asset Management#479 · 9,990 sh | 9,990 | $2.2M | — | +0.2% |
| 480 | Cascade Investment Advisors#480 · 9,908 sh | 9,908 | $2.2M | 1.21% | -3.2% |
| 481 | Sigma Planning#481 · 9,827 sh | 9,827 | $2.2M | — | -23.4% |
| 482 | Cullen Capital Management#482 · 9,821 sh | 9,821 | $2.2M | 0.02% | 0.0% |
| 483 | MUFG SECURITIES AMERICAS#483 · 9,767 sh | 9,767 | $2.2M | 0.11% | +8.5% |
| 484 | North Dakota State Investment Board#484 · 9,634 sh | 9,634 | $2.2M | 0.09% | +2.7% |
| 485 | Sowell Financial Services#485 · 9,569 sh | 9,569 | $2.1M | — | +3.8% |
| 486 | Convergence Investment Partners#486 · 9,541 sh | 9,541 | $2.1M | 0.20% | -1.8% |
| 487 | Pine Valley Investments Ltd Liability#487 · 9,537 sh | 9,537 | $2.1M | 0.08% | -0.5% |
| 488 | IMC-Chicago#488 · 9,477 sh | 9,477 | $2.1M | <0.01% | New |
| 489 | ARBOR CAPITAL MANAGEMENT#489 · 9,140 sh | 9,140 | $2.1M | — | -11.1% |
| 490 | B&I Capital AG#490 · 9,445 sh | 9,445 | $2.1M | 4.66% | -86.4% |
| 491 | SYON CAPITAL#491 · 9,336 sh | 9,336 | $2.1M | 0.09% | +3.3% |
| 492 | Moran Wealth Management#492 · 9,219 sh | 9,219 | $2.1M | — | -1.1% |
| 493 | Hennion & Walsh Asset Management#493 · 9,203 sh | 9,203 | $2.1M | — | -5.7% |
| 494 | Jaffetilchin Investment Partners#494 · 9,202 sh | 9,202 | $2.1M | 0.11% | -22.7% |
| 495 | OSSIAM#495 · 9,184 sh | 9,184 | $2.1M | 0.03% | New |
| 496 | Integrated Wealth Concepts#496 · 8,962 sh | 8,962 | $2.0M | <0.01% | -9.2% |
| 497 | Virtus Investment Advisers#497 · 8,956 sh | 8,956 | $2.0M | 0.47% | New |
| 498 | GREENLEAF#498 · 8,949 sh | 8,949 | $2.0M | 0.02% | -4.2% |
| 499 | GAMMA Investing#499 · 8,816 sh | 8,816 | $2.0M | — | +9.9% |
| 500 | INTECH INVESTMENT MANAGEMENT#500 · 8,777 sh | 8,777 | $2.0M | 0.02% | -35.8% |
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.