SPG — Simon Ppty Group Inc New Institutional Holders · Q3 2026

Name: Who Owns SPG? 66 Institutions Hold $257M (Q3 2026)
Creator: ko.io

Who owns Simon Ppty Group Inc New (SPG)? 66 institutions reported holding $256.52M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Hamlin Capital Management, LLC ($163.4M), Douglas Lane & Associates, LLC ($24.4M), Sapient Capital LLC ($22.1M).

Rank	Institution	Value	Shares	Change
1	Hamlin Capital Management, LLC	$163.4M	814,071	Trimmed
2	Douglas Lane & Associates, LLC	$24.4M	121,722	Trimmed
3	SAPIENT CAPITAL LLC	$22.1M	110,277	Added
4	Pensionfund DSM Netherlands	$8.1M	40,208	Trimmed
5	Venture Visionary Partners LLC	$4.8M	24,103	Added
6	Pensionfund Sabic	$3.9M	19,606	Trimmed
7	FINANCIAL MANAGEMENT NETWORK INC	$2.8M	13,843	Trimmed
8	Farther Finance Advisors, LLC	$2.0M	9,817	Trimmed
9	GAMMA Investing LLC	$1.9M	9,389	Added
10	Wedmont Private Capital	$1.8M	8,826	Added
11	Emergent Wealth Advisors, LLC	$1.7M	8,307	Trimmed
12	Valeo Financial Advisors, LLC	$1.6M	7,787	Added
13	Sound Income Strategies, LLC	$1.6M	7,773	Trimmed
14	Legacy Wealth Asset Management, LLC	$1.2M	6,017	Trimmed
15	Everhart Financial Group, Inc.	$1.2M	5,987	Trimmed
16	Adams Asset Advisors, LLC	$1.2M	5,789	Hold
17	Meadowbrook Wealth Management, LLC	$1.0M	5,230	Trimmed
18	TrueWealth Advisors, LLC	$1.0M	5,060	Hold
19	Investors Research Corp	$864,473	4,306	Trimmed
20	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$737,537	3,672	Added
21	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$593,945	2,958	Added
22	MFA WEALTH ADVISORS, LLC	$546,469	2,722	Trimmed
23	Silverleafe Capital Partners, LLC	$481,824	2,400	Hold
24	Montecito Bank & Trust	$477,408	2,378	Added
25	Monument Capital Management	$464,420	2,313	Added

Source: SEC Form 13F filings · as of 2026-09-30