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Simon Property Group (SPG) Institutional Ownership

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$218.71 -1.00 (-0.46%)
Closing price 03:59 PM Eastern
Extended Trading
$218.73 +0.03 (+0.01%)
As of 05:41 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simon Property Group (NYSE:SPG)

Current
Institutional Ownership
Percentage
93.01%
Number of
Institutional Buyers
(last 12 months)
817
Total
Institutional Inflows
(last 12 months)
$8.09B
Number of
Institutional Sellers
(last 12 months)
585
Total
Institutional Outflows
(last 12 months)
$3.33B
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SPG Institutional Buying and Selling by Quarter

Simon Property Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026Tema ETFs LLC10,838$2.42M0.1%+10.3%0.003%
7/10/2026Handelsbanken Fonder AB177,714$39.75M0.1%+13.6%0.055%
7/10/2026KMG Fiduciary Partners LLC6,972$1.56M0.1%+186.9%0.002%
7/10/2026Redhawk Wealth Advisors Inc.2,077$464K0.0%-2.7%0.001%
7/10/2026Wealthcare Advisory Partners LLC2,608$583K0.0%-5.1%0.001%
7/9/2026Harrell Investment Partners LLC5,084$1.14M0.2%+10.9%0.002%
7/9/2026Finivi Inc.7,813$1.75M0.9%N/A0.002%
7/9/2026Sapient Capital LLC110,061$24.62M0.3%-1.1%0.034%
7/9/2026Legacy Wealth Asset Management LLC7,070$1.58M0.3%-8.2%0.002%
7/9/2026Vertrix Wealth Management LLC21,972$4.91M1.7%-5.8%0.007%
7/9/2026Everhart Financial Group Inc.5,990$1.34M0.1%-2.3%0.002%
7/9/2026Oliver Luxxe Assets LLC34,797$7.78M1.1%-13.2%0.011%
7/9/2026Cardano Risk Management B.V.466,269$104.28M0.8%N/A0.144%
7/9/2026Everpar Advisors LLC1,050$235K0.1%N/A0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.9,203$2.06M0.1%-5.7%0.003%
7/9/2026 Valeo Financial Advisors LLC7,587$1.70M0.0%+6.2%0.002%
7/8/2026 Chesley Taft & Associates LLC4,865$1.09M0.0%+6.0%0.002%
7/8/2026 Czech National Bank92,303$20.64M0.1%+4.2%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab44,038$9.85M0.1%-1.9%0.014%
7/8/2026 Assenagon Asset Management S.A.7,477$1.67M0.0%+3.5%0.002%
7/8/2026 Eclectic Associates Inc. ADV1,050$235K0.0%N/A0.000%
7/7/2026 Foster Group Inc.919$206K0.0%N/A0.000%
7/7/2026 Hamlin Capital Management LLC866,580$193.81M4.4%-3.5%0.267%
7/7/2026 BDF Gestion13,502$3.02M0.4%-10.1%0.004%
7/7/2026 GAMMA Investing LLC8,816$1.97M0.1%+9.9%0.003%
7/7/2026 Avior Wealth Management LLC1,028$230K0.0%N/A0.000%
7/6/2026 Meadowbrook Wealth Management LLC7,105$1.58M1.7%+32.8%0.002%
7/2/2026 Versant Capital Management Inc1,412$316K0.0%+4.9%0.000%
7/2/2026 CX Institutional2,217$496K0.0%+16.4%0.001%
6/22/2026Sapient Capital LLC111,276$20.76M0.3%+1.1%0.034%
6/18/2026Pacer Advisors Inc.16,265$3.03M0.0%-36.7%0.005%
6/8/2026Pine Valley Investments Ltd Liability Co9,581$1.79M0.1%-4.9%0.003%
6/3/2026DV Trading LLC1,200$224K0.0%N/A0.000%
6/3/2026Parallel Advisors LLC5,431$1.01M0.0%+8.8%0.002%
6/3/2026NewEdge Advisors LLC36,507$6.81M0.0%-0.3%0.011%
6/1/2026Keel Point LLC1,084$202K0.0%-41.4%0.000%
5/27/2026Alpine Woods Capital Investors LLC16,470$3.07M0.7%+24.5%0.005%
5/26/2026Glenmede Trust Co. NA85,912$16.03M0.1%+0.8%0.026%
5/21/2026GKV Capital Management Co. Inc.3,820$713K0.3%-2.6%0.001%
5/21/2026CTC Alternative Strategies Ltd.2,900$541K1.2%N/A0.001%
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5/21/2026Essential Partners LLC257$48K0.0%-70.8%0.000%
5/21/2026Vestor Capital LLC1,000$187K0.0%-61.1%0.000%
5/21/2026Groupe la Francaise45,976$8.58M0.1%+8.6%0.014%
5/19/2026Western Wealth Management LLC298$56K0.0%N/A0.000%
5/19/2026Orographic Financial Advisors LLC1,095$204K0.1%N/A0.000%
5/19/2026NewEdge Advisors LLC32,802$6.12M0.1%-10.4%0.010%
5/19/2026Bank of America Corp DE8,503,133$1.59B0.1%+6.1%2.617%
5/19/2026Edgestream Partners L.P.22,429$4.18M0.1%-48.6%0.007%
5/19/2026Anson Funds Management LP26,100$4.87M0.4%N/A0.008%
5/19/2026Kentucky Retirement Systems25,621$4.78M0.2%+26.0%0.008%
5/19/2026Janus Henderson Group PLC338,772$63.20M0.0%+535.0%0.104%
5/19/2026Centaurus Financial Inc.1,089$203K0.0%+5.4%0.000%
5/19/2026Oddo BHF Asset Management Sas14,894$2.78M0.1%+4.8%0.005%
5/18/2026Guardian Partners Inc.1,959$365K0.0%+6.4%0.001%
5/18/2026Amundi1,990,741$371.33M0.1%+19.0%0.613%
5/18/2026Adelante Capital Management LLC449,333$83.81M5.5%-7.0%0.138%
5/18/2026EverSource Wealth Advisors LLC3,203$597K0.0%+8.5%0.001%
5/18/2026California State Teachers Retirement System516,460$96.34M0.1%-2.4%0.159%
5/18/2026Resolution Capital Ltd1,998,411$372.76M7.8%-1.4%0.615%
5/18/2026Empowered Funds LLC99,246$18.51M0.1%+24.9%0.031%
5/16/2026The Manufacturers Life Insurance Company 245,639$45.82M0.0%+1.1%0.076%
5/16/2026Quantinno Capital Management LP192,863$35.98M0.1%+16.2%0.059%
5/16/2026BROOKFIELD Corp ON 137,654$25.68M0.0%-5.0%0.042%
5/16/2026Lazard Asset Management LLC344,635$64.29M0.1%+132.0%0.106%
5/16/2026Family Manage LLC8,395$1.57M0.2%N/A0.003%
5/15/2026Gateway Wealth Partners LLC1,893$353K0.0%N/A0.001%
5/15/2026Weiss Asset Management LP151,181$28.20M0.5%N/A0.047%
5/15/2026OMERS ADMINISTRATION Corp20,432$3.81M0.0%+50.2%0.006%
5/15/2026Bradley Foster & Sargent Inc. CT4,707$878K0.0%+2.5%0.001%
5/15/2026Waverly Advisors LLC4,123$769K0.0%+30.2%0.001%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund252,426$47.09M0.1%+386.3%0.078%
5/14/2026Dai ichi Life Insurance Company Ltd12,731$2.38M0.1%+2.9%0.004%
5/14/2026Gabelli Funds LLC5,650$1.05M0.0%-16.3%0.002%
5/14/2026Hilltop Holdings Inc.2,251$420K0.0%-42.9%0.001%
5/14/2026Public Employees Retirement System of Ohio483,798$90.24M0.3%-19.3%0.149%
5/14/2026Compound Planning Inc.5,350$998K0.0%+5.0%0.002%
5/14/2026Modern Wealth Management LLC17,495$3.29M0.1%-8.3%0.005%
5/14/2026Keebeck Wealth Management1,132$211K0.0%-26.7%0.000%
5/14/2026Arrowstreet Capital Limited Partnership138,126$25.77M0.0%N/A0.043%
5/14/2026Bank of Nova Scotia57,965$10.81M0.0%-12.9%0.018%
5/14/2026Gibbs Wealth Management2,193$409K0.1%+36.1%0.001%
5/14/2026Sei Investments Co.736,026$137.29M0.1%+2.9%0.227%
5/14/2026Lido Advisors LLC17,417$3.25M0.0%+1.8%0.005%
5/14/2026State of Wyoming1,446$270K0.0%+235.5%0.000%
5/13/2026Cetera Investment Advisers70,728$13.19M0.0%-4.3%0.022%
5/13/2026Dynamic Wealth Strategies LLC210$39K0.0%+195.8%0.000%
5/13/2026Prestige Wealth Management Group LLC4,207$785K0.2%+15,481.5%0.001%
5/13/2026Lasalle Investment Management Securities LLC567,093$105.78M4.2%+6.4%0.175%
5/13/2026NewEdge Wealth LLC6,726$1.26M0.0%-40.3%0.002%
5/13/2026CI Investments Inc.25,913$4.83M0.0%-0.3%0.008%
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5/13/2026First Trust Advisors LP147,036$27.43M0.0%-10.0%0.045%
5/12/2026Westpac Banking Corp15,460$2.88M0.2%-4.6%0.005%
5/12/2026CacheTech Inc.4,720$880K0.2%+13.6%0.001%
5/12/2026ABN Amro Investment Solutions12,553$2.34M0.0%N/A0.004%
5/8/2026PNC Financial Services Group Inc.297,296$55.46M0.0%-1.4%0.091%
5/8/2026Oslo Pensjonsforsikring AS536$100K0.0%N/A0.000%
5/8/2026Andra AP fonden101,562$18.94M0.2%+244.3%0.031%
5/8/2026Summit Global Investments3,975$741K0.0%-75.2%0.001%
5/8/2026Johnson Financial Group Inc.603$112K0.0%-32.2%0.000%
5/8/2026Convergence Investment Partners LLC9,712$1.81M0.3%+13.1%0.003%


SPG Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,285 institutional investors and hedge funds held shares of Simon Property Group. The most heavily invested institutionals were Vanguard Group Inc. ($8.69B), State Street Corp ($3.98B), Geode Capital Management LLC ($1.95B), Capital World Investors ($1.59B), Bank of America Corp DE ($1.59B), Wellington Management Group LLP ($1.47B), and Cohen & Steers Inc. ($1.18B).Learn more on Simon Property Group's institutional investors.

93.01% of Simon Property Group's stock is owned by institutional investors. Learn more on SPG's institutional investor holdings.

Of the 1,128 institutional investors that purchased Simon Property Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($24.51M), Wellington Management Group LLP ($6.97M), Nuveen LLC ($4.36M), Capital World Investors ($3.52M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($3.19M), JPMorgan Chase & Co. ($2.05M), and Principal Financial Group Inc. ($1.95M).

Institutional investors have bought a total of 45,212,615 shares in the last 24 months. This purchase volume represents approximately $8.09B in transactions.

Of the 584 institutional investors that sold Simon Property Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cohen & Steers Inc. ($2.17M), Nuveen LLC ($694.37K), Smead Capital Management Inc. ($545.47K), Cbre Investment Management Listed Real Assets LLC ($536.98K), Resolution Capital Ltd ($533.01K), Russell Investments Group Ltd. ($530.64K), and Macquarie Group Ltd. ($525.00K).

Institutional investors have sold a total of 18,567,356 shares in the last 24 months. This volume of shares sold represents approximately $3.33B in transactions.



This page (NYSE:SPG) was last updated on 7/10/2026 by MarketBeat.com Staff.
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