SIMON PROPERTY GROUP INC. (SPG) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 1,367
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | SECURIAN ASSET MANAGEMENT#501 · 8,564 sh | 8,564 | $2.0M | 0.07% | -2.4% |
| 502 | CARY STREET PARTNERS FINANCIAL#502 · 8,743 sh | 8,743 | $2.0M | 0.04% | -7.6% |
| 503 | Global Retirement Partners#503 · 8,728 sh | 8,728 | $2.0M | 0.03% | — |
| 504 | AFFINITY INVESTMENT ADVISORS#504 · 8,719 sh | 8,719 | $2.0M | 0.99% | +5.2% |
| 505 | Clearstead Advisors#505 · 8,698 sh | 8,698 | $1.9M | 0.02% | +1293.9% |
| 506 | COLDSTREAM CAPITAL MANAGEMENT#506 · 8,679 sh | 8,679 | $1.9M | 0.02% | +1.2% |
| 507 | InTrack Investment Management#507 · 8,547 sh | 8,547 | $1.9M | — | -0.3% |
| 508 | IPG Investment Advisors#508 · 8,509 sh | 8,509 | $1.9M | 0.27% | New |
| 509 | Kentucky Retirement Systems Insurance Fund#509 · 8,488 sh | 8,488 | $1.9M | 0.11% | -0.4% |
| 510 | Emergent Wealth Advisors#510 · 8,473 sh | 8,473 | $1.9M | — | +4.5% |
| 511 | HB Wealth Management#511 · 8,313 sh | 8,313 | $1.9M | — | +1.0% |
| 512 | STANCE CAPITAL#512 · 8,248 sh | 8,248 | $1.8M | 0.56% | +2325.9% |
| 513 | Perigon Wealth Management#513 · 8,223 sh | 8,223 | $1.8M | — | +3.3% |
| 514 | Family Management#514 · 8,215 sh | 8,215 | $1.8M | 0.19% | -2.1% |
| 515 | Spire Wealth Management#515 · 8,188 sh | 8,188 | $1.8M | 0.06% | +121.7% |
| 516 | Parallax Volatility Advisers, L.P.#516 · 8,150 sh | 8,150 | $1.8M | <0.01% | New |
| 517 | KEYBANK NATIONAL ASSOCIATION#517 · 8,063 sh | 8,063 | $1.8M | <0.01% | +10.9% |
| 518 | PINNACLE ASSOCIATES LTD#518 · 8,036 sh | 8,036 | $1.8M | — | +7.5% |
| 519 | Frec Markets#519 · 8,031 sh | 8,031 | $1.8M | 0.16% | +75.6% |
| 520 | Siemens Fonds Invest GmbH#520 · 8,022 sh | 8,022 | $1.8M | 0.09% | -8.5% |
| 521 | SRS Capital Advisors#521 · 8,010 sh | 8,010 | $1.8M | 0.01% | +672.4% |
| 522 | J. Safra Sarasin Holding AG#522 · 9,418 sh | 9,418 | $1.8M | — | -58.4% |
| 523 | Wealth Preservation Advisors#523 · 8,002 sh | 8,002 | $1.8M | 1.02% | +33.3% |
| 524 | Finivi#524 · 7,813 sh | 7,813 | $1.7M | — | New |
| 525 | Bedel Financial Consulting#525 · 7,718 sh | 7,718 | $1.7M | 0.16% | 0.0% |
| 526 | Bramshill Investments#526 · 7,631 sh | 7,631 | $1.7M | 0.13% | +22.6% |
| 527 | Valeo Financial Advisors#527 · 7,587 sh | 7,587 | $1.7M | — | +6.2% |
| 528 | Frank, Rimerman Advisors#528 · 7,531 sh | 7,531 | $1.7M | — | +0.4% |
| 529 | Assenagon Asset Management S.A.#529 · 7,477 sh | 7,477 | $1.7M | — | +3.5% |
| 530 | Capital International Sarl#530 · 7,431 sh | 7,431 | $1.7M | 0.02% | 0.0% |
| 531 | PARADIGM ASSET MANAGEMENT#531 · 7,400 sh | 7,400 | $1.7M | 0.35% | +180.8% |
| 532 | Wedmont Private Capital#532 · 7,560 sh | 7,560 | $1.7M | — | +3.8% |
| 533 | BALYASNY ASSET MANAGEMENT L.P.#533 · 7,356 sh | 7,356 | $1.6M | <0.01% | +4.9% |
| 534 | MONECO Advisors#534 · 7,322 sh | 7,322 | $1.6M | 0.10% | New |
| 535 | PRAXIS INVESTMENT MANAGEMENT#535 · 7,319 sh | 7,319 | $1.6M | 0.09% | 0.0% |
| 536 | Portside Wealth Group#536 · 7,306 sh | 7,306 | $1.6M | — | +2.8% |
| 537 | Fideuram Asset Management (Ireland) dac#537 · 7,561 sh | 7,561 | $1.6M | 0.03% | -55.8% |
| 538 | CacheTech#538 · 7,178 sh | 7,178 | $1.6M | 0.26% | +52.1% |
| 539 | Yelin Lapidot Management Ltd.#539 · 7,150 sh | 7,150 | $1.6M | — | 0.0% |
| 540 | Waverly Advisors#540 · 7,132 sh | 7,132 | $1.6M | <0.01% | +73.0% |
| 541 | Meadowbrook Wealth Management#541 · 7,105 sh | 7,105 | $1.6M | — | +32.8% |
| 542 | Legacy Wealth Asset Management#542 · 7,070 sh | 7,070 | $1.6M | — | -8.2% |
| 543 | Cypress Capital Group#543 · 7,012 sh | 7,012 | $1.6M | 0.15% | 0.0% |
| 544 | KMG FIDUCIARY PARTNERS#544 · 6,972 sh | 6,972 | $1.6M | — | +186.9% |
| 545 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#545 · 6,815 sh | 6,815 | $1.5M | <0.01% | -29.5% |
| 546 | Kintegral Advisory#546 · 6,704 sh | 6,704 | $1.5M | — | 0.0% |
| 547 | Knollwood Investment Advisory#547 · 6,650 sh | 6,650 | $1.5M | 0.13% | 0.0% |
| 548 | PRINCIPAL SECURITIES#548 · 6,642 sh | 6,642 | $1.5M | 0.02% | -29.9% |
| 549 | SIGNATUREFD#549 · 6,640 sh | 6,640 | $1.5M | — | +1.8% |
| 550 | COMMERZBANK AKTIENGESELLSCHAFT#550 · 6,601 sh | 6,601 | $1.5M | 0.03% | -25.3% |
| 551 | First Pacific Financial#551 · 6,578 sh | 6,578 | $1.5M | — | +3.5% |
| 552 | NewEdge Wealth#552 · 6,562 sh | 6,562 | $1.5M | 0.01% | -2.4% |
| 553 | LINCLUDEN MANAGEMENT LTD#553 · 6,537 sh | 6,537 | $1.5M | 0.14% | -33.4% |
| 554 | SUN LIFE FINANCIAL#554 · 6,535 sh | 6,535 | $1.5M | 0.07% | 0.0% |
| 555 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.#555 · 6,498 sh | 6,498 | $1.5M | — | New |
| 556 | RITHOLTZ WEALTH MANAGEMENT#556 · 6,424 sh | 6,424 | $1.4M | 0.02% | +9.2% |
| 557 | DAVENPORT#557 · 6,408 sh | 6,408 | $1.4M | — | +4.1% |
| 558 | MARINO, STRAM & ASSOCIATES#558 · 6,401 sh | 6,401 | $1.4M | — | +1.0% |
| 559 | Arkadios Wealth Advisors#559 · 6,341 sh | 6,341 | $1.4M | 0.02% | -8.2% |
| 560 | NOVEM GROUP#560 · 6,339 sh | 6,339 | $1.4M | — | -4.4% |
| 561 | Qtron Investments#561 · 6,296 sh | 6,296 | $1.4M | 0.19% | -13.4% |
| 562 | RENAISSANCE GROUP#562 · 6,262 sh | 6,262 | $1.4M | 0.06% | -2.6% |
| 563 | Wellington Shields#563 · 6,224 sh | 6,224 | $1.4M | 0.31% | -6.0% |
| 564 | one8zero8#564 · 6,224 sh | 6,224 | $1.4M | 0.28% | -3.8% |
| 565 | Capital Asset Advisory Services#565 · 6,216 sh | 6,216 | $1.4M | 0.05% | New |
| 566 | AXXCESS WEALTH MANAGEMENT#566 · 6,216 sh | 6,216 | $1.4M | — | New |
| 567 | Solidarity Wealth#567 · 6,210 sh | 6,210 | $1.4M | — | 0.0% |
| 568 | Chung Wu Investment Group#568 · 6,200 sh | 6,200 | $1.4M | 0.91% | -16.8% |
| 569 | EVERGREEN CAPITAL MANAGEMENT#569 · 6,185 sh | 6,185 | $1.4M | — | -13.8% |
| 570 | Compound Planning#570 · 6,118 sh | 6,118 | $1.4M | 0.04% | +14.4% |
| 571 | SECURED RETIREMENT ADVISORS#571 · 6,084 sh | 6,084 | $1.4M | 0.70% | -0.6% |
| 572 | Tower Research Capital (TRC)#572 · 5,995 sh | 5,995 | $1.3M | 0.03% | -51.1% |
| 573 | Everhart Financial Group#573 · 5,990 sh | 5,990 | $1.3M | — | -2.3% |
| 574 | STEVENS CAPITAL MANAGEMENT#574 · 5,877 sh | 5,877 | $1.3M | 0.32% | -34.7% |
| 575 | Retirement Planning of New England#575 · 5,809 sh | 5,809 | $1.3M | — | -1.3% |
| 576 | Adams Asset Advisors#576 · 5,789 sh | 5,789 | $1.3M | — | 0.0% |
| 577 | Marshall Financial Group#577 · 5,769 sh | 5,769 | $1.3M | 0.19% | +0.2% |
| 578 | INDEPENDENT FINANCIAL GROUP#578 · 5,725 sh | 5,725 | $1.3M | — | +35.8% |
| 579 | Parallel Advisors#579 · 5,702 sh | 5,702 | $1.3M | 0.02% | +5.0% |
| 580 | AE Wealth Management#580 · 5,670 sh | 5,670 | $1.3M | <0.01% | +40.7% |
| 581 | NWAM#581 · 5,662 sh | 5,662 | $1.3M | 0.06% | -0.6% |
| 582 | WHITE PINE CAPITAL#582 · 5,659 sh | 5,659 | $1.3M | 0.30% | -0.5% |
| 583 | Vontobel Holding Ltd.#583 · 5,645 sh | 5,645 | $1.3M | — | -30.5% |
| 584 | Lombard Odier Asset Management (Switzerland) SA#584 · 5,596 sh | 5,596 | $1.3M | 0.04% | New |
| 585 | BENJAMIN EDWARDS#585 · 5,579 sh | 5,579 | $1.2M | 0.01% | -18.7% |
| 586 | Fifth Third Wealth Advisors#586 · 5,543 sh | 5,543 | $1.2M | — | +6.5% |
| 587 | J.W. COLE ADVISORS#587 · 5,445 sh | 5,445 | $1.2M | 0.02% | New |
| 588 | Diversify Advisory Services#588 · 5,240 sh | 5,240 | $1.2M | — | New |
| 589 | DIVERSIFY WEALTH MANAGEMENT#589 · 5,240 sh | 5,240 | $1.2M | — | -54.3% |
| 590 | Pinnacle Wealth Management Advisory Group#590 · 5,297 sh | 5,297 | $1.2M | — | +12.9% |
| 591 | Genesee Capital Advisors#591 · 5,292 sh | 5,292 | $1.2M | — | +0.7% |
| 592 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#592 · 5,279 sh | 5,279 | $1.2M | — | 0.0% |
| 593 | GABELLI FUNDS#593 · 5,250 sh | 5,250 | $1.2M | <0.01% | -7.1% |
| 594 | MONEY CONCEPTS CAPITAL#594 · 5,198 sh | 5,198 | $1.2M | 0.05% | New |
| 595 | KG&L Capital Management#595 · 5,161 sh | 5,161 | $1.2M | — | -21.3% |
| 596 | Applied Finance Capital Management#596 · 5,150 sh | 5,150 | $1.2M | 0.09% | +10.3% |
| 597 | HARRELL INVESTMENT PARTNERS#597 · 5,084 sh | 5,084 | $1.1M | — | +10.9% |
| 598 | Smartleaf Asset Management#598 · 4,974 sh | 4,974 | $1.1M | 0.04% | 0.0% |
| 599 | TrueWealth Advisors#599 · 5,060 sh | 5,060 | $1.1M | — | 0.0% |
| 600 | Schonfeld Strategic Advisors#600 · 5,015 sh | 5,015 | $1.1M | <0.01% | -71.0% |
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.