SIMON PROPERTY GROUP INC. (SPG) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,367
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | TOWNSQUARE CAPITAL#701 · 3,152 sh | 3,152 | $704.9K | 0.13% | +6.4% |
| 702 | Mutual Advisors#702 · 3,130 sh | 3,130 | $700.0K | 0.01% | +5.0% |
| 703 | TritonPoint Partners#703 · 3,127 sh | 3,127 | $699.4K | 0.06% | New |
| 704 | Gryphon Financial Partners#704 · 3,114 sh | 3,114 | $696.4K | 0.06% | +11.3% |
| 705 | ORG Wealth Partners#705 · 3,102 sh | 3,102 | $694.3K | 0.10% | +5.8% |
| 706 | First Dallas Securities#706 · 3,100 sh | 3,100 | $693.3K | 0.23% | 0.0% |
| 707 | Cohen Klingenstein#707 · 3,100 sh | 3,100 | $693.3K | — | 0.0% |
| 708 | GREAT VALLEY ADVISOR GROUP#708 · 3,094 sh | 3,094 | $692.4K | 0.01% | -11.5% |
| 709 | Index Technologies Group#709 · 3,081 sh | 3,081 | $689.1K | 0.55% | -4.6% |
| 710 | Cheviot Value Management#710 · 3,065 sh | 3,065 | $685.5K | 0.07% | 0.0% |
| 711 | Argentarii#711 · 3,109 sh | 3,109 | $682.6K | 0.21% | 0.0% |
| 712 | CIGNA INVESTMENTS#712 · 3,042 sh | 3,042 | $681.0K | — | -1.4% |
| 713 | Coppell Advisory Solutions#713 · 5,603 sh | 5,603 | $677.6K | 0.05% | New |
| 714 | Stratos Wealth Partners, LTD.#714 · 3,023 sh | 3,023 | $676.2K | <0.01% | +40.2% |
| 715 | New England Research & Management#715 · 3,010 sh | 3,010 | $673.2K | — | 0.0% |
| 716 | MISSION WEALTH MANAGEMENT#716 · 3,007 sh | 3,007 | $672.5K | — | New |
| 717 | BROOKFIELD#717 · 3,002 sh | 3,002 | $671.4K | <0.01% | -97.8% |
| 718 | Roble, Belko & Company#718 · 3,000 sh | 3,000 | $671.0K | 0.07% | 0.0% |
| 719 | Westover Capital Advisors#719 · 3,000 sh | 3,000 | $671.0K | — | 0.0% |
| 720 | Nilsine Partners#720 · 2,967 sh | 2,967 | $663.6K | 0.05% | +1.2% |
| 721 | Pallas Capital Advisors#721 · 2,960 sh | 2,960 | $661.9K | 0.02% | -19.4% |
| 722 | MARKET STREET WEALTH MANAGEMENT ADVISORS#722 · 2,952 sh | 2,952 | $660.2K | — | +0.1% |
| 723 | Ascent Group#723 · 2,942 sh | 2,942 | $658.0K | 0.02% | +6.7% |
| 724 | Rehmann Capital Advisory Group#724 · 2,940 sh | 2,940 | $657.6K | 0.03% | +26.5% |
| 725 | TRITONPOINT WEALTH#725 · 2,922 sh | 2,922 | $653.5K | — | -6.9% |
| 726 | MFA WEALTH ADVISORS#726 · 2,919 sh | 2,919 | $652.8K | — | +0.2% |
| 727 | Parkside Financial Bank#727 · 2,872 sh | 2,872 | $642.3K | 0.02% | +105.7% |
| 728 | Krane Funds Advisors#728 · 2,871 sh | 2,871 | $642.1K | 0.02% | -4.0% |
| 729 | IHT Wealth Management#729 · 2,857 sh | 2,857 | $638.9K | 0.01% | -26.3% |
| 730 | Impact Partnership Wealth#730 · 2,847 sh | 2,847 | $636.8K | 0.06% | New |
| 731 | KCM INVESTMENT ADVISORS#731 · 2,846 sh | 2,846 | $636.5K | 0.02% | New |
| 732 | Element Wealth#732 · 2,839 sh | 2,839 | $635.1K | 0.24% | +0.6% |
| 733 | OXFORD FINANCIAL GROUP, LTD.#733 · 2,838 sh | 2,838 | $634.6K | 0.03% | -5.9% |
| 734 | DAYMARK WEALTH PARTNERS#734 · 2,835 sh | 2,835 | $634.0K | 0.02% | -4.5% |
| 735 | MAGNOLIA CAPITAL ADVISORS#735 · 2,813 sh | 2,813 | $629.2K | 0.11% | -0.5% |
| 736 | Lantern Wealth Advisors#736 · 2,775 sh | 2,775 | $620.6K | — | +3.7% |
| 737 | Pinnacle Financial Partners#737 · 2,770 sh | 2,770 | $619.7K | <0.01% | -2.3% |
| 738 | HBK Sorce Advisory#738 · 2,709 sh | 2,709 | $608.9K | 0.01% | -10.5% |
| 739 | WealthBridge Capital Management#739 · 2,712 sh | 2,712 | $606.6K | — | -2.2% |
| 740 | OneDigital Investment Advisors#740 · 2,710 sh | 2,710 | $606.1K | <0.01% | -54.2% |
| 741 | William Allan#741 · 2,707 sh | 2,707 | $605.4K | — | +0.2% |
| 742 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#742 · 2,700 sh | 2,700 | $602.1K | 0.04% | +0.7% |
| 743 | American Investment Services#743 · 2,656 sh | 2,656 | $594.0K | 0.13% | 0.0% |
| 744 | LAZARI CAPITAL MANAGEMENT#744 · 2,638 sh | 2,638 | $589.9K | — | 0.0% |
| 745 | Crestwood Advisors Group#745 · 2,629 sh | 2,629 | $587.9K | <0.01% | +33.2% |
| 746 | CHILDRESS CAPITAL ADVISORS#746 · 2,610 sh | 2,610 | $583.6K | 0.10% | -3.4% |
| 747 | Wealthcare Advisory Partners#747 · 2,608 sh | 2,608 | $583.3K | — | -5.1% |
| 748 | Intrua Financial#748 · 2,606 sh | 2,606 | $582.8K | 0.05% | +33.0% |
| 749 | Excelsior Advisor Network#749 · 2,606 sh | 2,606 | $582.7K | 0.08% | New |
| 750 | FIRST NATIONAL BANK SIOUX FALLS#750 · 2,891 sh | 2,891 | $582.1K | — | 0.0% |
| 751 | WRIGHT INVESTORS SERVICE#751 · 2,588 sh | 2,588 | $578.8K | 0.16% | -41.8% |
| 752 | SCHNIEDERS CAPITAL MANAGEMENT#752 · 2,577 sh | 2,577 | $576.3K | 0.08% | 0.0% |
| 753 | Kovack Advisors#753 · 2,563 sh | 2,563 | $571.8K | 0.03% | -0.2% |
| 754 | Weiss Asset Management#754 · 2,554 sh | 2,554 | $571.2K | <0.01% | -98.3% |
| 755 | Livforsakringsbolaget Skandia, Omsesidigt#755 · 2,554 sh | 2,554 | $571.2K | — | 0.0% |
| 756 | Asset Planning#756 · 2,535 sh | 2,535 | $567.0K | — | 0.0% |
| 757 | Fidelis Capital Partners#757 · 2,525 sh | 2,525 | $564.7K | 0.03% | +0.6% |
| 758 | Financial Sense Advisors#758 · 2,525 sh | 2,525 | $564.7K | 0.11% | +1.0% |
| 759 | GABLES CAPITAL MANAGEMENT#759 · 2,515 sh | 2,515 | $562.5K | 0.20% | 0.0% |
| 760 | Aprio Wealth Management#760 · 2,512 sh | 2,512 | $561.8K | 0.03% | +27.3% |
| 761 | Fulcrum Capital#761 · 2,512 sh | 2,512 | $561.8K | — | -14.2% |
| 762 | MANCHESTER FINANCIAL#762 · 2,511 sh | 2,511 | $561.6K | — | 0.0% |
| 763 | EverSource Wealth Advisors#763 · 2,505 sh | 2,505 | $560.2K | 0.02% | -39.1% |
| 764 | Sage Investment Advisers#764 · 2,505 sh | 2,505 | $560.2K | — | +0.2% |
| 765 | MOODY LYNN & LIEBERSON#765 · 2,501 sh | 2,501 | $559.3K | — | -1.0% |
| 766 | BROWN, LISLE/CUMMINGS#766 · 2,494 sh | 2,494 | $557.8K | — | -7.7% |
| 767 | LEDERER & ASSOCIATES INVESTMENT COUNSEL#767 · 2,487 sh | 2,487 | $556.0K | — | 0.0% |
| 768 | VELA Investment Management#768 · 2,480 sh | 2,480 | $554.7K | 0.12% | -8.3% |
| 769 | Stillwater Wealth Management Group#769 · 2,442 sh | 2,442 | $546.1K | — | +15.6% |
| 770 | Tradition Wealth Management#770 · 2,419 sh | 2,419 | $541.0K | 0.03% | +14.8% |
| 771 | STEPHENS#771 · 2,415 sh | 2,415 | $540.2K | <0.01% | -5.1% |
| 772 | Manchester Capital Management#772 · 2,401 sh | 2,401 | $537.0K | — | -0.5% |
| 773 | Silverleafe Capital Partners#773 · 2,400 sh | 2,400 | $536.8K | — | 0.0% |
| 774 | EP Wealth Advisors#774 · 2,381 sh | 2,381 | $532.6K | <0.01% | +26.4% |
| 775 | Robertson Stephens Wealth Management#775 · 2,375 sh | 2,375 | $531.1K | — | -1.1% |
| 776 | AFFINITY WEALTH MANAGEMENT#776 · 2,357 sh | 2,357 | $527.1K | 0.07% | -0.6% |
| 777 | Blueshift Asset Management#777 · 2,347 sh | 2,347 | $524.9K | 0.12% | New |
| 778 | Carmel Capital Partners#778 · 2,322 sh | 2,322 | $519.3K | 0.17% | -1.9% |
| 779 | Rossmore Private Capital#779 · 2,300 sh | 2,300 | $514.4K | 0.04% | -4.2% |
| 780 | Monument Capital Management#780 · 2,284 sh | 2,284 | $510.9K | — | -30.9% |
| 781 | HOME FEDERAL BANK OF TENNESSEE#781 · 2,275 sh | 2,275 | $508.8K | — | +85.7% |
| 782 | Prestige Wealth Management Group#782 · 2,272 sh | 2,272 | $508.1K | 0.09% | -46.0% |
| 783 | PFG Investments#783 · 2,271 sh | 2,271 | $507.9K | 0.02% | -3.0% |
| 784 | AlphaCore Capital#784 · 2,262 sh | 2,262 | $506.0K | <0.01% | New |
| 785 | Pinnacle Wealth Planning Services#785 · 2,261 sh | 2,261 | $505.7K | 0.05% | -0.2% |
| 786 | Advisory Alpha#786 · 2,254 sh | 2,254 | $504.7K | 0.01% | +14.2% |
| 787 | CHESAPEAKE ASSET MANAGEMENT#787 · 7,200 sh | 7,200 | $504.0K | 0.39% | 0.0% |
| 788 | Montecito Bank#788 · 2,239 sh | 2,239 | $500.8K | — | +23.1% |
| 789 | LMR Partners LLP#789 · 2,237 sh | 2,237 | $500.3K | <0.01% | -84.8% |
| 790 | Avidian Wealth Solutions#790 · 2,234 sh | 2,234 | $499.6K | — | +8.5% |
| 791 | GHE#791 · 2,226 sh | 2,226 | $497.8K | 0.19% | +29.2% |
| 792 | B. Riley Wealth Advisors#792 · 2,186 sh | 2,186 | $497.5K | — | -11.0% |
| 793 | CX Institutional#793 · 2,217 sh | 2,217 | $496.0K | — | +16.4% |
| 794 | Summit Global Investments#794 · 2,210 sh | 2,210 | $494.0K | 0.03% | -44.4% |
| 795 | Kaizen Financial Strategies#795 · 2,215 sh | 2,215 | $493.8K | — | +5.7% |
| 796 | V-Square Quantitative Management#796 · 2,194 sh | 2,194 | $490.7K | — | +8.7% |
| 797 | INCEPTIONR#797 · 2,171 sh | 2,171 | $485.5K | 0.12% | New |
| 798 | Wilmington Savings Fund Society, FSB#798 · 2,162 sh | 2,162 | $483.5K | — | -3.2% |
| 799 | Deseret Mutual Benefit Administrators#799 · 2,144 sh | 2,144 | $479.5K | 0.16% | -13.5% |
| 800 | Nabity-Jensen Investment Management#800 · 2,141 sh | 2,141 | $478.8K | — | -0.7% |
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.