SIMON PROPERTY GROUP INC. (SPG) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 1,367
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | TITLEIST ASSET MANAGEMENT#801 · 2,132 sh | 2,132 | $476.9K | — | -2.2% |
| 802 | Mariner#802 · 2,119 sh | 2,119 | $472.3K | <0.01% | -96.4% |
| 803 | PICTON MAHONEY ASSET MANAGEMENT#803 · 2,104 sh | 2,104 | $470.6K | <0.01% | New |
| 804 | Howard Capital Management#804 · 2,098 sh | 2,098 | $469.2K | — | +83.7% |
| 805 | Samalin Investment Counsel#805 · 2,080 sh | 2,080 | $465.3K | — | -6.8% |
| 806 | Supplemental Annuity Collective of NJ#806 · 2,080 sh | 2,080 | $465.2K | 0.12% | -5.9% |
| 807 | Stratos Wealth Advisors#807 · 2,079 sh | 2,079 | $465.2K | 0.03% | +0.1% |
| 808 | ROCKLAND#808 · 2,078 sh | 2,078 | $464.7K | — | 0.0% |
| 809 | Redhawk Wealth Advisors#809 · 2,077 sh | 2,077 | $464.4K | — | -2.7% |
| 810 | WESBANCO BANK#810 · 2,076 sh | 2,076 | $464.3K | 0.01% | -1.4% |
| 811 | Providence First#811 · 2,076 sh | 2,076 | $464.2K | 0.13% | +43.8% |
| 812 | Banque Cantonale Vaudoise#812 · 2,069 sh | 2,069 | $462.0K | 0.02% | -36.7% |
| 813 | PERSONAL CFO SOLUTIONS#813 · 2,065 sh | 2,065 | $461.9K | 0.07% | +8.8% |
| 814 | BIRCH FINANCIAL GROUP#814 · 2,047 sh | 2,047 | $457.8K | 0.24% | 0.0% |
| 815 | Sompo Asset Management , Ltd.#815 · 2,040 sh | 2,040 | $456.2K | 0.07% | +20.0% |
| 816 | SVB WEALTH#816 · 2,037 sh | 2,037 | $455.5K | 0.03% | +0.5% |
| 817 | Optas#817 · 2,036 sh | 2,036 | $455.4K | 0.06% | +6.3% |
| 818 | S-Bank Fund Management Ltd#818 · 2,034 sh | 2,034 | $454.9K | 0.06% | +11.9% |
| 819 | Gibbs Wealth Management#819 · 2,025 sh | 2,025 | $453.0K | — | -7.7% |
| 820 | Baker Avenue Asset Management#820 · 2,025 sh | 2,025 | $453.0K | <0.01% | +56.1% |
| 821 | Aster Capital Management (DIFC) Ltd#821 · 2,017 sh | 2,017 | $451.1K | 0.10% | +130.0% |
| 822 | Hilltop#822 · 2,014 sh | 2,014 | $450.4K | 0.04% | -10.5% |
| 823 | Diversified#823 · 2,005 sh | 2,005 | $448.4K | <0.01% | -18.7% |
| 824 | Gallagher Fiduciary Advisors#824 · 2,003 sh | 2,003 | $447.9K | 0.01% | -2.3% |
| 825 | WHITTIER OF NEVADA#825 · 1,971 sh | 1,971 | $447.8K | <0.01% | +1.5% |
| 826 | OFI INVEST ASSET MANAGEMENT#826 · 2,285 sh | 2,285 | $447.0K | <0.01% | +3.5% |
| 827 | Modera Wealth Management#827 · 1,967 sh | 1,967 | $439.9K | <0.01% | +1.7% |
| 828 | Bragg Financial Advisors#828 · 1,943 sh | 1,943 | $434.6K | 0.01% | -14.7% |
| 829 | O'ROURKE & COMPANY#829 · 1,937 sh | 1,937 | $433.4K | 0.15% | +0.5% |
| 830 | Quotient Wealth Partners#830 · 1,929 sh | 1,929 | $431.4K | 0.01% | +2.7% |
| 831 | FULTON BANK, N.A.#831 · 1,928 sh | 1,928 | $431.2K | — | 0.0% |
| 832 | Guardian Partners#832 · 1,917 sh | 1,917 | $428.7K | — | -2.1% |
| 833 | North Star Investment Management#833 · 1,899 sh | 1,899 | $424.7K | 0.02% | +0.1% |
| 834 | Regent Peak Wealth Advisors#834 · 1,898 sh | 1,898 | $424.5K | — | +2.2% |
| 835 | Prosperity Consulting Group#835 · 1,896 sh | 1,896 | $424.0K | 0.02% | +17.5% |
| 836 | GROUPAMA ASSET MANAGMENT#836 · 1,894 sh | 1,894 | $423.6K | <0.01% | 0.0% |
| 837 | Sagewood Asset Management#837 · 1,894 sh | 1,894 | $423.6K | 0.10% | +36.1% |
| 838 | Phocas Financial#838 · 1,891 sh | 1,891 | $422.9K | 0.06% | -17.5% |
| 839 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#839 · 1,890 sh | 1,890 | $422.7K | 0.12% | +8.0% |
| 840 | Penserra Capital Management#840 · 1,891 sh | 1,891 | $422.0K | <0.01% | +2.7% |
| 841 | Kathmere Capital Management#841 · 1,878 sh | 1,878 | $420.0K | — | +51.8% |
| 842 | First Bancorp#842 · 1,878 sh | 1,878 | $420.0K | — | 0.0% |
| 843 | MOGY JOEL R INVESTMENT COUNSEL#843 · 1,875 sh | 1,875 | $419.3K | — | -19.4% |
| 844 | Resonant Capital Advisors#844 · 1,873 sh | 1,873 | $418.9K | — | +5.0% |
| 845 | Castle Rock Wealth Management#845 · 1,877 sh | 1,877 | $418.6K | — | +0.1% |
| 846 | Pure Financial Advisors#846 · 1,864 sh | 1,864 | $417.0K | <0.01% | +6.2% |
| 847 | American Assets Investment Management#847 · 7,500 sh | 7,500 | $412.1K | 0.02% | 0.0% |
| 848 | LRI Investments#848 · 1,835 sh | 1,835 | $410.5K | 0.03% | -2.0% |
| 849 | 180 WEALTH ADVISORS#849 · 1,834 sh | 1,834 | $410.2K | 0.04% | -2.1% |
| 850 | AlphaGrep UK Ltd#850 · 1,819 sh | 1,819 | $406.8K | 0.12% | -27.8% |
| 851 | Envestnet Portfolio Solutions#851 · 1,818 sh | 1,818 | $406.6K | <0.01% | -57.8% |
| 852 | Huntleigh Advisors#852 · 1,815 sh | 1,815 | $405.9K | 0.06% | 0.0% |
| 853 | CATALYST FINANCIAL PARTNERS#853 · 1,807 sh | 1,807 | $404.1K | 0.04% | +6.0% |
| 854 | INTRUST BANK NA#854 · 1,805 sh | 1,805 | $403.7K | 0.03% | -2.5% |
| 855 | IFG Advisory#855 · 1,800 sh | 1,800 | $402.7K | 0.01% | New |
| 856 | VIEWPOINT INVESTMENT PARTNERS#856 · 1,800 sh | 1,800 | $402.6K | — | New |
| 857 | PDS Planning#857 · 1,792 sh | 1,792 | $400.8K | 0.02% | +0.6% |
| 858 | Fort Sheridan Advisors#858 · 1,789 sh | 1,789 | $400.1K | 0.04% | 0.0% |
| 859 | Piedmont Capital Management#859 · 1,802 sh | 1,802 | $399.9K | 0.20% | +0.2% |
| 860 | WHALEROCK POINT PARTNERS#860 · 1,776 sh | 1,776 | $397.2K | 0.07% | 0.0% |
| 861 | Embree Financial Group#861 · 1,774 sh | 1,774 | $396.8K | — | +3.1% |
| 862 | 1620 INVESTMENT ADVISORS#862 · 1,758 sh | 1,758 | $393.2K | 0.24% | New |
| 863 | CABOT WEALTH MANAGEMENT#863 · 1,745 sh | 1,745 | $390.3K | 0.04% | 0.0% |
| 864 | American State Bank (Iowa)#864 · 1,737 sh | 1,737 | $388.5K | 0.16% | 0.0% |
| 865 | Winthrop Capital Management#865 · 1,735 sh | 1,735 | $388.0K | 0.09% | +0.5% |
| 866 | Gateway Wealth Partners#866 · 1,733 sh | 1,733 | $387.6K | 0.02% | -8.5% |
| 867 | OPINICUS CAPITAL#867 · 1,725 sh | 1,725 | $385.9K | 0.21% | -0.1% |
| 868 | ZRC WEALTH MANAGEMENT#868 · 1,719 sh | 1,719 | $384.5K | — | +0.2% |
| 869 | Gen-Wealth Partners#869 · 1,714 sh | 1,714 | $383.4K | 0.11% | -6.2% |
| 870 | AUGUSTINE ASSET MANAGEMENT#870 · 1,711 sh | 1,711 | $382.7K | — | +13.8% |
| 871 | Breakwater Capital Group#871 · 1,703 sh | 1,703 | $380.9K | — | -0.1% |
| 872 | Oak Grove Capital#872 · 1,700 sh | 1,700 | $380.2K | — | 0.0% |
| 873 | NOVARE CAPITAL MANAGEMENT#873 · 1,693 sh | 1,693 | $378.6K | 0.03% | 0.0% |
| 874 | Bison Wealth#874 · 1,682 sh | 1,682 | $378.4K | — | +34.6% |
| 875 | IEQ CAPITAL#875 · 1,689 sh | 1,689 | $377.8K | <0.01% | -38.0% |
| 876 | J. Team Financial#876 · 1,687 sh | 1,687 | $377.5K | 0.37% | -0.2% |
| 877 | Marest Capital#877 · 1,686 sh | 1,686 | $377.1K | — | New |
| 878 | Keebeck Wealth Management#878 · 1,683 sh | 1,683 | $376.4K | 0.04% | +48.7% |
| 879 | SUMMIT SECURITIES GROUP#879 · 1,681 sh | 1,681 | $376.0K | 0.04% | +3071.7% |
| 880 | Brady Martz Wealth Solutions#880 · 1,680 sh | 1,680 | $375.8K | 0.06% | +5.9% |
| 881 | Platform Technology Partners#881 · 1,677 sh | 1,677 | $375.1K | 0.06% | +0.5% |
| 882 | Cetera Company, N.A#882 · 1,665 sh | 1,665 | $372.4K | 0.19% | 0.0% |
| 883 | SHELTON CAPITAL MANAGEMENT#883 · 1,662 sh | 1,662 | $371.7K | <0.01% | -57.0% |
| 884 | Outlook Wealth Advisors#884 · 1,656 sh | 1,656 | $370.4K | 0.08% | 0.0% |
| 885 | Advisors Preferred#885 · 1,623 sh | 1,623 | $366.9K | 0.06% | -43.8% |
| 886 | Icon Wealth Advisors#886 · 1,627 sh | 1,627 | $363.8K | 0.02% | +0.8% |
| 887 | FIDUCIARY#887 · 1,626 sh | 1,626 | $363.6K | <0.01% | -0.5% |
| 888 | BAM Wealth Management#888 · 1,607 sh | 1,607 | $359.4K | — | +44.5% |
| 889 | Strategic Financial Concepts#889 · 1,601 sh | 1,601 | $358.0K | 0.11% | -22.8% |
| 890 | SageView Advisory Group#890 · 1,595 sh | 1,595 | $356.7K | 0.01% | -4.4% |
| 891 | Clientfirst Wealth Management#891 · 1,593 sh | 1,593 | $356.3K | 0.29% | 0.0% |
| 892 | WASHINGTON BANK#892 · 1,571 sh | 1,571 | $351.4K | 0.02% | -10.8% |
| 893 | PRIVATE NA#893 · 1,568 sh | 1,568 | $350.7K | — | +2.0% |
| 894 | New Republic Capital#894 · 1,556 sh | 1,556 | $347.9K | 0.08% | +3.6% |
| 895 | Heartland Bank#895 · 1,553 sh | 1,553 | $347.3K | 0.07% | -0.8% |
| 896 | Csenge Advisory Group#896 · 1,546 sh | 1,546 | $345.8K | 0.01% | +1.4% |
| 897 | CAMBIENT FAMILY OFFICE#897 · 1,545 sh | 1,545 | $345.5K | 0.04% | +24.5% |
| 898 | Miller Global Investments#898 · 1,540 sh | 1,540 | $344.4K | — | -0.1% |
| 899 | Interchange Capital Partners#899 · 1,534 sh | 1,534 | $343.1K | 0.06% | +25.4% |
| 900 | JB Capital#900 · 1,531 sh | 1,531 | $342.4K | — | +40.6% |
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.