SIMON PROPERTY GROUP INC. (SPG) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 1,367
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | OPPENHEIMER ASSET MANAGEMENT#601 · 5,010 sh | 5,010 | $1.1M | 0.01% | +0.4% |
| 602 | Snowden Capital Advisors#602 · 5,009 sh | 5,009 | $1.1M | 0.03% | -15.6% |
| 603 | AMERICAN ASSETS#603 · 5,000 sh | 5,000 | $1.1M | 0.34% | 0.0% |
| 604 | Ballentine Partners#604 · 4,986 sh | 4,986 | $1.1M | 0.01% | +1.2% |
| 605 | SAGESPRING WEALTH PARTNERS#605 · 4,971 sh | 4,971 | $1.1M | — | +15.9% |
| 606 | Radnor Capital Management#606 · 4,937 sh | 4,937 | $1.1M | — | -2.9% |
| 607 | Chesley Taft & Associates#607 · 4,865 sh | 4,865 | $1.1M | — | +6.0% |
| 608 | Harvest Portfolios Group#608 · 4,811 sh | 4,811 | $1.1M | 0.02% | +1.7% |
| 609 | CLOUGH CAPITAL PARTNERS L P#609 · 4,800 sh | 4,800 | $1.1M | 0.09% | 0.0% |
| 610 | Strategic Blueprint#610 · 4,723 sh | 4,723 | $1.1M | — | +21.7% |
| 611 | Checchi Capital Advisers#611 · 4,720 sh | 4,720 | $1.1M | 0.05% | +0.6% |
| 612 | Ellevest#612 · 4,686 sh | 4,686 | $1.0M | 0.12% | -7.3% |
| 613 | OF VERMONT#613 · 4,674 sh | 4,674 | $1.0M | — | — |
| 614 | Veridan Wealth#614 · 4,664 sh | 4,664 | $1.0M | 0.35% | +1.0% |
| 615 | Sargent Investment Group#615 · 4,628 sh | 4,628 | $1.0M | 0.12% | +2.6% |
| 616 | TBH Global Asset Management#616 · 4,585 sh | 4,585 | $1.0M | 0.19% | -4.2% |
| 617 | BRADLEY FOSTER & SARGENT#617 · 4,579 sh | 4,579 | $1.0M | 0.01% | -2.7% |
| 618 | Savvy Advisors#618 · 4,558 sh | 4,558 | $1.0M | 0.02% | +0.4% |
| 619 | Regal Investment Advisors#619 · 4,531 sh | 4,531 | $1.0M | 0.05% | -1.7% |
| 620 | GATEWAY INVESTMENT ADVISERS#620 · 4,531 sh | 4,531 | $1.0M | — | +5.2% |
| 621 | WEDBUSH SECURITIES#621 · 4,492 sh | 4,492 | $1.0M | — | -16.4% |
| 622 | Belpointe Asset Management#622 · 4,451 sh | 4,451 | $995.7K | 0.03% | +0.1% |
| 623 | Gilman Hill Asset Management#623 · 4,447 sh | 4,447 | $994.6K | — | 0.0% |
| 624 | Investors Research#624 · 4,431 sh | 4,431 | $991.0K | — | +3.3% |
| 625 | GKV Capital Management#625 · 4,391 sh | 4,391 | $982.0K | 0.32% | -69.7% |
| 626 | Pekin Hardy Strauss#626 · 4,371 sh | 4,371 | $977.6K | 0.09% | -1.1% |
| 627 | BTG Pactual Asset Management US#627 · 4,370 sh | 4,370 | $977.4K | 0.06% | New |
| 628 | GF FUND MANAGEMENT LTD.#628 · 4,349 sh | 4,349 | $972.7K | — | -11.9% |
| 629 | Triad Wealth Partners#629 · 4,239 sh | 4,239 | $971.5K | — | +26.4% |
| 630 | MONETARY MANAGEMENT GROUP#630 · 4,325 sh | 4,325 | $967.3K | 0.20% | 0.0% |
| 631 | FOX RUN MANAGEMENT, L.L.C.#631 · 4,252 sh | 4,252 | $951.0K | 0.16% | New |
| 632 | VestGen Advisors#632 · 4,232 sh | 4,232 | $946.6K | 0.03% | -5.8% |
| 633 | Michels Family Financial#633 · 4,215 sh | 4,215 | $942.6K | 0.60% | +1.0% |
| 634 | Inspire Advisors#634 · 4,211 sh | 4,211 | $941.2K | 0.07% | +7.3% |
| 635 | INSIGNEO ADVISORY SERVICES#635 · 4,207 sh | 4,207 | $941.0K | 0.04% | -2.5% |
| 636 | Advisors Capital Management#636 · 4,201 sh | 4,201 | $939.8K | <0.01% | +4.4% |
| 637 | Premier Path Wealth Partners#637 · 4,201 sh | 4,201 | $939.5K | — | +6.1% |
| 638 | Fairtree Asset Management (Pty) Ltd#638 · 4,134 sh | 4,134 | $924.6K | 0.35% | New |
| 639 | Dorsey & Whitney#639 · 4,086 sh | 4,086 | $913.8K | 0.04% | -0.8% |
| 640 | CFM WEALTH PARTNERS#640 · 4,069 sh | 4,069 | $910.0K | 0.12% | +0.2% |
| 641 | Candriam S.C.A.#641 · 4,066 sh | 4,066 | $908.5K | <0.01% | -65.6% |
| 642 | Purkiss Capital Advisors#642 · 4,054 sh | 4,054 | $906.7K | 0.35% | +5.2% |
| 643 | World Investment Advisors#643 · 4,789 sh | 4,789 | $906.3K | 0.01% | -3.8% |
| 644 | Future Financial Wealth Managment#644 · 4,023 sh | 4,023 | $905.9K | — | +0.1% |
| 645 | Alteri Wealth#645 · 4,001 sh | 4,001 | $894.9K | 0.25% | +3.1% |
| 646 | Merrion Investment Management#646 · 4,000 sh | 4,000 | $894.6K | — | +33.3% |
| 647 | SUMITOMO LIFE INSURANCE#647 · 3,997 sh | 3,997 | $893.9K | 0.01% | -5.4% |
| 648 | BEACON INVESTMENT ADVISORS#648 · 3,976 sh | 3,976 | $889.2K | 0.28% | +0.4% |
| 649 | BRIGHTON JONES#649 · 3,970 sh | 3,970 | $887.9K | 0.02% | -1.6% |
| 650 | Manske Wealth Management#650 · 3,911 sh | 3,911 | $874.8K | — | -1.9% |
| 651 | Strathmore Capital Advisors#651 · 3,808 sh | 3,808 | $863.6K | 0.23% | -4.8% |
| 652 | Adams Wealth Management#652 · 3,811 sh | 3,811 | $852.3K | 0.16% | +13.1% |
| 653 | TOBIAS FINANCIAL ADVISORS#653 · 3,811 sh | 3,811 | $852.3K | 0.11% | +0.8% |
| 654 | TWO SIGMA SECURITIES#654 · 3,756 sh | 3,756 | $840.0K | 0.07% | -10.2% |
| 655 | Meiji Yasuda Asset Management Ltd.#655 · 3,728 sh | 3,728 | $833.8K | 0.04% | -18.8% |
| 656 | RS CRUM#656 · 3,726 sh | 3,726 | $833.3K | — | 0.0% |
| 657 | GTS SECURITIES#657 · 3,726 sh | 3,726 | $833.3K | 0.02% | -32.1% |
| 658 | MATHER GROUP#658 · 3,712 sh | 3,712 | $830.1K | — | +5.9% |
| 659 | Sound View Wealth Advisors Group#659 · 3,694 sh | 3,694 | $826.2K | 0.05% | -3.5% |
| 660 | Prime Capital Investment Advisors#660 · 3,692 sh | 3,692 | $825.6K | — | -1.0% |
| 661 | Turtle Creek Wealth Advisors#661 · 3,677 sh | 3,677 | $823.3K | — | +24.9% |
| 662 | Bernicke Wealth Management, Ltd.#662 · 3,664 sh | 3,664 | $819.5K | 0.10% | 0.0% |
| 663 | Procyon Advisors#663 · 3,663 sh | 3,663 | $819.2K | — | +9.5% |
| 664 | Employees Retirement System of Texas#664 · 3,657 sh | 3,657 | $818.0K | <0.01% | New |
| 665 | Generali Asset Management SPA SGR#665 · 3,647 sh | 3,647 | $815.7K | — | -63.9% |
| 666 | Fisher Asset Management#666 · 3,641 sh | 3,641 | $814.4K | <0.01% | +37.9% |
| 667 | GWN SECURITIES#667 · 3,628 sh | 3,628 | $811.5K | 0.14% | -6.8% |
| 668 | Ashton Thomas Private Wealth#668 · 3,624 sh | 3,624 | $810.5K | 0.02% | +0.9% |
| 669 | BEARING POINT CAPITAL#669 · 3,622 sh | 3,622 | $810.1K | 0.11% | 0.0% |
| 670 | Advisors Asset Management#670 · 3,610 sh | 3,610 | $807.4K | 0.01% | -52.2% |
| 671 | ASPIRIANT#671 · 3,597 sh | 3,597 | $804.5K | — | +6.0% |
| 672 | Kestra Investment Management#672 · 3,586 sh | 3,586 | $802.0K | 0.02% | +22.1% |
| 673 | Autumn Glory Partners#673 · 3,585 sh | 3,585 | $801.8K | — | 0.0% |
| 674 | Ninety One UK Ltd#674 · 3,566 sh | 3,566 | $797.5K | — | -14.1% |
| 675 | ROTHSCHILD INVESTMENT#675 · 3,562 sh | 3,562 | $796.7K | 0.03% | -1.1% |
| 676 | SCHULHOFF#676 · 3,531 sh | 3,531 | $789.7K | 0.32% | 0.0% |
| 677 | IFP Advisors#677 · 3,512 sh | 3,512 | $785.5K | — | +24.1% |
| 678 | L2 Asset Management#678 · 3,508 sh | 3,508 | $784.7K | 0.08% | -7.9% |
| 679 | PCM Encore#679 · 3,500 sh | 3,500 | $782.7K | 0.14% | +0.7% |
| 680 | Proficio Capital Partners#680 · 3,483 sh | 3,483 | $779.0K | 0.03% | +158.6% |
| 681 | Larson Financial Group#681 · 3,430 sh | 3,430 | $767.0K | 0.02% | +14.3% |
| 682 | Capital Investment Advisors#682 · 3,421 sh | 3,421 | $765.1K | — | +5.9% |
| 683 | Chicago Partners Investment Group#683 · 3,387 sh | 3,387 | $762.7K | — | +35.1% |
| 684 | United Advisor Group#684 · 3,400 sh | 3,400 | $760.4K | 0.08% | -0.2% |
| 685 | Western Financial#685 · 3,397 sh | 3,397 | $759.7K | — | -1.5% |
| 686 | Yoffe Investment Management#686 · 3,383 sh | 3,383 | $756.6K | 0.87% | 0.0% |
| 687 | JDM Financial Group#687 · 3,370 sh | 3,370 | $753.6K | 0.26% | +0.3% |
| 688 | PROFUND ADVISORS#688 · 3,358 sh | 3,358 | $751.0K | 0.02% | -1.3% |
| 689 | Saturna Capital#689 · 3,250 sh | 3,250 | $745.5K | <0.01% | New |
| 690 | Joel Isaacson#690 · 3,316 sh | 3,316 | $741.6K | 0.02% | 0.0% |
| 691 | CWA Asset Management Group#691 · 3,314 sh | 3,314 | $741.2K | — | +19.2% |
| 692 | Golden Reserve Retirement#692 · 3,296 sh | 3,296 | $737.2K | 0.12% | New |
| 693 | REXFORD CAPITAL#693 · 3,280 sh | 3,280 | $733.6K | 0.45% | +2.6% |
| 694 | NorthCrest Asset Manangement#694 · 3,308 sh | 3,308 | $726.7K | — | +150.4% |
| 695 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#695 · 3,227 sh | 3,227 | $721.8K | — | +13.7% |
| 696 | REUTER JAMES WEALTH MANAGEMENT#696 · 3,225 sh | 3,225 | $721.3K | — | 0.0% |
| 697 | Welch Group#697 · 3,215 sh | 3,215 | $719.1K | 0.02% | +3.0% |
| 698 | WealthTrust Axiom#698 · 3,200 sh | 3,200 | $715.7K | 0.16% | 0.0% |
| 699 | Newbridge Financial Services Group#699 · 3,196 sh | 3,196 | $714.8K | — | +379.2% |
| 700 | Ameritas Investment Partners#700 · 3,195 sh | 3,195 | $714.6K | 0.02% | -3.8% |
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.