# SIMON PPTY GROUP INC NEW (SPG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SPG/

- Reporting holders: 60
- Reported value: $244.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Hamlin Capital Management, LLC](https://holderbook.com/funds/1277403-hamlin-capital-management-llc/) | $163.4M | 814,071 | 4.0% | 8 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $24.4M | 121,722 | 0.3% | 32 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $22.1M | 110,277 | 0.3% | 12 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $4.8M | 24,103 | 0.1% | 14 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $2.8M | 13,843 | 0.4% | 23 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.0M | 9,817 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.9M | 9,389 | 0.1% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.8M | 8,826 | 0.0% | 16 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $1.7M | 8,307 | 0.9% | 12 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.6M | 7,787 | 0.0% | 32 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $1.6M | 7,773 | 0.1% | 32 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $1.2M | 6,017 | 0.3% | 24 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $1.2M | 5,987 | 0.1% | 12 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $1.2M | 5,789 | 0.1% | 16 |
| [Meadowbrook Wealth Management, LLC](https://holderbook.com/funds/2090468-meadowbrook-wealth-management-llc/) | $1.0M | 5,230 | 1.1% | 5 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $1.0M | 5,060 | 0.2% | 18 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $864.5K | 4,306 | 0.2% | 27 |
| [JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/2122180-journey-retirement-planning-investment-management-llc/) | $737.5K | 3,672 | 0.5% | 4 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $593.9K | 2,958 | 0.1% | 26 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $546.5K | 2,722 | 0.1% | 7 |
| [Silverleafe Capital Partners, LLC](https://holderbook.com/funds/1535611-silverleafe-capital-partners-llc/) | $481.8K | 2,400 | 0.1% | 17 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $477.4K | 2,378 | 0.1% | 3 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $464.4K | 2,313 | 0.1% | 14 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $453.6K | 2,259 | 0.0% | 7 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $448.9K | 2,236 | 0.2% | 17 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 60 | $244.1M |
| Q2 2026 | 1,372 | $75.5B |
| Q1 2026 | 1,313 | $55.8B |
| Q4 2025 | 1,295 | $55.3B |
| Q3 2025 | 1,234 | $56.5B |
| Q2 2025 | 1,219 | $47.7B |
| Q1 2025 | 1,207 | $49.5B |
| Q4 2024 | 1,202 | $51.0B |
| Q3 2024 | 1,142 | $50.1B |
| Q2 2024 | 1,111 | $44.9B |
| Q1 2024 | 1,096 | $48.6B |
| Q4 2023 | 1,070 | $43.6B |