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Who Owns Simon Property Group Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Simon Property Group Inc.

Who crossed 5% of SPG →
Managers holding
55
as of 2026-09-30
Reported value
$254.5M
summed across filings
Shares held
1.3M
Added vs trimmed
18 / 22
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Hamlin Capital Management, LLCCOM814.1K shtrimmed$163.4M
Douglas Lane & Associates, LLCCOMMON121.7K shtrimmed$24.4M
SAPIENT CAPITAL LLCCOM110.3K shadded$22.1M
Pensionfund PDNCOMMON STOCK40.2K shtrimmed$8.1M
Venture Visionary Partners LLCCOM24.1K shadded$4.8M
Pensionfund SabicCOMMON STOCK19.6K shtrimmed$3.9M
FINANCIAL MANAGEMENT NETWORK INCCOM13.8K shtrimmed$2.8M
Farther Finance Advisors, LLCREIT9.8K shtrimmed$2M
GAMMA Investing LLCREIT9.4K shadded$1.9M
Wedmont Private CapitalCOM8.8K shadded$1.8M
Emergent Wealth Advisors, LLCCOM8.3K shtrimmed$1.7M
Valeo Financial Advisors, LLCREIT7.8K shadded$1.6M
Sound Income Strategies, LLCCOM7.8K shtrimmed$1.6M
Legacy Wealth Asset Management, LLCCOM6K shtrimmed$1.2M
Everhart Financial Group, Inc.COM6K shtrimmed$1.2M
Adams Asset Advisors, LLCCOM5.8K shheld$1.2M
Meadowbrook Wealth Management, LLCMid Cap US Bl Eq5.2K shtrimmed$1M
TrueWealth Advisors, LLCCOM5.1K shheld$1M
Investors Research CorpCOM4.3K shtrimmed$864.5K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM3.7K shadded$737.5K
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCCOM3K shadded$593.9K
MFA WEALTH ADVISORS, LLCCOM2.7K shtrimmed$546.5K
Monument Capital ManagementCOM2.3K shadded$464.4K
Avidian Wealth Enterprises, LLCCOM2.3K shadded$453.6K
Kaizen Financial StrategiesCOM2.2K shadded$448.9K
ROCKLAND TRUST COCOM2.1K shadded$421.4K
TITLEIST ASSET MANAGEMENT, LLCCOM2K shtrimmed$397.2K
Breakwater Capital GroupCOM1.7K shadded$344.3K
Oak Grove Capital LLCCOM1.7K shheld$341.3K
ELEVATION WEALTH PARTNERS, LLCCOM1.7K shtrimmed$338.1K
Castle Rock Wealth Management, LLCCOM1.5K shtrimmed$294.7K
MassMutual Private Wealth & Trust, FSBClosed-end REIT1.3K shtrimmed$268.4K
Ridgewood Investments LLCCOM1.2K shheld$248.5K
Biltmore Wealth Management, LLCCOM1.2K shadded$248.3K
Bullock Wealth Management GroupREIT1.2K shadded$247.4K
Plan A Wealth LLCCOM1.1K shtrimmed$228K
ECLECTIC ASSOCIATES INC /ADVCOM1.1K shheld$210.8K
RHODES INVESTMENT ADVISORS INC /ADVCOM1K shheld$204.9K
CoreCap Advisors, LLCREIT850 shadded$170.7K
Rosenberg Matthew HamiltonREIT816 shheld$163.8K
Central Pacific Bank - Trust DivisionCOM551 shheld$110.6K
TOTH FINANCIAL ADVISORY CORPCOM550 shadded$110.4K
Grove Bank & TrustCOM369 shheld$74.1K
EASTERN BANKCOM341 shheld$68.5K
TOMPKINS FINANCIAL CORPCOM225 shheld$45.2K
Wealth Enhancement Trust Services, Inc.COM178 shtrimmed$35.7K
ATWOOD & PALMER INCCOM155 shheld$31.1K
GK Wealth Management LLCCOM137 sh—$27.6K
Trust CoREIT63 shtrimmed$12.7K
Bangor Savings BankCOM50 shheld$10K
MJT & Associates Financial Advisory Group, Inc.REIT35 shheld$7K
Davis Capital ManagementREIT27 shadded$5.4K
GILPIN WEALTH MANAGEMENT, LLCCOM23 shadded$4.6K
Retirement Wealth Solutions LLCCOM17 shtrimmed$3.4K
AMERICAN NATIONAL BANK & TRUSTCOM10 shtrimmed$2K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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