Filing Research | SPG - SIMON PPTY GROUP INC NEW Institutional Holdings

Snapshot holdings

50 / 352 loaded

#		Instrument	quantity
1	Hamlin Capital Management, LLC	Shares	866.6KSH	$193.8M
2	CAPITAL ADVISORS INC/OK	Shares	412.7KSH	$92.3M
3	Artemis Investment Management LLP	Shares	322.9KSH	$72.2M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	310.3KSH	$69.4M
5	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	189.6KSH	$42.4M
6	Swedbank AB	Shares	176.8KSH	$39.6M
7	Douglas Lane & Associates, LLC	Shares	175.3KSH	$39.2M
8	Arbejdsmarkedets Tillaegspension	Shares	135.2KSH	$30.2M
9	Vert Asset Management LLC	Shares	129.7KSH	$29.0M
10	IFM Investors Pty Ltd	Shares	128.7KSH	$28.8M
11	Sound Income Strategies, LLC	Shares	128.0KSH	$28.6M
12	FACTORY MUTUAL INSURANCE CO	Shares	127.5KSH	$28.5M
13	Robeco Institutional Asset Management B.V.	Shares	126.1KSH	$28.2M
14	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	123.3KSH	$27.6M
15	SAPIENT CAPITAL LLC	Shares	110.1KSH	$24.6M
16	Kepler Cheuvreux (Suisse) SA	Shares	101.3KSH	$22.7M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	100.7KSH	$21.3M
18	Czech National Bank	Shares	92.3KSH	$20.6M
19	Mirae Asset Global Investments Co., Ltd.	Shares	85.6KSH	$19.1M
20	ADAMS DIVERSIFIED EQUITY FUND, INC.	Shares	83.9KSH	$18.8M
21	EXCHANGE TRADED CONCEPTS, LLC	Shares	81.0KSH	$18.1M
22	LBP AM SA	Shares	67.7KSH	$15.1M
23	Union Bancaire Privee, UBP SA	Shares	60.4KSH	$13.7M
24	QRG CAPITAL MANAGEMENT, INC.	Shares	50.5KSH	$11.3M
25	Police & Firemen's Retirement System of New Jersey	Shares	48.3KSH	$10.8M
26	Bogart Wealth, LLC	Shares	47.5KSH	$10.6M
27	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	45.5KSH	$10.2M
28	PensionDanmark Pensionsforsikringsaktieselskab	Shares	44.0KSH	$9.8M
29	Triasima Portfolio Management inc.	Shares	42.6KSH	$9.5M
30	ASR Vermogensbeheer N.V.	Shares	38.5KSH	$8.6M
31	Alpha Omega Wealth Management LLC	Shares	38.0KSH	$8.5M
32	Oliver Luxxe Assets LLC	Shares	34.8KSH	$7.8M
33	SHEETS SMITH WEALTH MANAGEMENT	Shares	33.3KSH	$7.4M
34	D.A. DAVIDSON & CO.	Shares	32.9KSH	$7.4M
35	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	32.8KSH	$7.3M
36	Crossmark Global Holdings, Inc.	Shares	29.3KSH	$6.6M
37	Vanderbilt University	Shares	28.8KSH	$6.4M
38	Avanza Fonder AB	Shares	28.4KSH	$6.4M
39	EASTERLY INVESTMENT PARTNERS LLC	Shares	25.1KSH	$5.6M
40	Generali Investments CEE, investicni spolecnost, a.s.	Shares	24.1KSH	$5.4M
41	Brookstone Capital Management	Shares	24.0KSH	$5.4M
42	Vertrix Wealth Management, LLC	Shares	22.0KSH	$4.9M
43	BDF-GESTION	Shares	13.5KSH	$4.4M
44	Prospera Financial Services Inc	Shares	19.5KSH	$4.4M
45	HARTFORD INVESTMENT MANAGEMENT CO	Shares	17.9KSH	$4.0M
46	ABN AMRO INVESTMENT SOLUTIONS	Shares	17.3KSH	$3.9M
47	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	16.9KSH	$3.8M
48	Louisiana State Employees Retirement System	Shares	16.6KSH	$3.7M
49	MIZUHO SECURITIES USA LLC	Shares	19.7KSH	$3.7M
50	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	15.8KSH	$3.5M

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Manager changes2026-06-30 vs 2026-03-31

50 / 366 loaded

#		Instrument
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+87.2K	+$27.8M	$69.4M
2	Hamlin Capital Management, LLC trimmed	Shares	-31.4K	+$26.3M	$193.8M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+70.5K	+$15.9M	$21.3M
4	CAPITAL ADVISORS INC/OK trimmed	Shares	-2.5K	+$14.8M	$92.3M
5	ADAMS DIVERSIFIED EQUITY FUND, INC. added	Shares	+48.0K	+$12.1M	$18.8M
6	Artemis Investment Management LLP trimmed	Shares	-12.1K	+$9.7M	$72.2M
7	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed	Shares	-782	+$6.9M	$42.4M
8	IFM Investors Pty Ltd added	Shares	+7.4K	+$6.2M	$28.8M
9	Swedbank AB trimmed	Shares	-4.9K	+$5.6M	$39.6M
10	Vert Asset Management LLC added	Shares	+2.9K	+$5.4M	$29.0M
11	Sound Income Strategies, LLC added	Shares	+1.4K	+$4.8M	$28.6M
12	Kepler Cheuvreux (Suisse) SA added	Shares	+5.2K	+$4.7M	$22.7M
13	FACTORY MUTUAL INSURANCE CO trimmed	Shares	-50	+$4.7M	$28.5M
14	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+347	+$4.6M	$27.6M
15	Union Bancaire Privee, UBP SA added	Shares	+3.5K	+$4.5M	$13.7M
16	Czech National Bank added	Shares	+3.7K	+$4.1M	$20.6M
17	Douglas Lane & Associates, LLC trimmed	Shares	-14.2K	+$3.9M	$39.2M
18	SAPIENT CAPITAL LLC trimmed	Shares	-1.2K	+$3.9M	$24.6M
19	Mirae Asset Global Investments Co., Ltd. added	Shares	+3.6K	+$3.8M	$19.1M
20	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+4.1K	+$3.8M	$18.1M
21	Arbejdsmarkedets Tillaegspension trimmed	Shares	-6.9K	+$3.7M	$30.2M
22	Triasima Portfolio Management inc. added	Shares	+11.2K	+$3.7M	$9.5M
23	Curated Wealth Partners LLC new	Shares	+21.0K	+$2.3M	$2.3M
24	Bogart Wealth, LLC added	Shares	+1.2K	+$2.0M	$10.6M
25	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+750	+$1.8M	$10.2M
26	Finivi Inc. new	Shares	+7.8K	+$1.7M	$1.7M
27	JAMISON PRIVATE WEALTH MANAGEMENT, INC. added	Shares	+2.4K	+$1.7M	$7.3M
28	BDF-GESTION trimmed	Shares	-1.5K	+$1.6M	$4.4M
29	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+4.7K	+$1.5M	$3.9M
30	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-1.6K	+$1.5M	$10.8M
31	PensionDanmark Pensionsforsikringsaktieselskab trimmed	Shares	-850	+$1.5M	$9.8M
32	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. new	Shares	+6.5K	+$1.5M	$1.5M
33	D.A. DAVIDSON & CO. added	Shares	+60	+$1.2M	$7.4M
34	J.W. COLE ADVISORS, INC. new	Shares	+5.4K	+$1.2M	$1.2M
35	Spire Wealth Management added	Shares	+4.5K	+$1.1M	$1.8M
36	Crossmark Global Holdings, Inc. added	Shares	+257	+$1.1M	$6.6M
37	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-630	+$1.1M	$7.4M
38	KMG FIDUCIARY PARTNERS, LLC added	Shares	+4.5K	+$1.1M	$1.6M
39	Alpha Omega Wealth Management LLC trimmed	Shares	-1.9K	+$1.1M	$8.5M
40	Avanza Fonder AB unchanged	Shares	0	+$1.1M	$6.4M
41	Vanderbilt University trimmed	Shares	-95	+$1.1M	$6.4M
42	Brookstone Capital Management added	Shares	+494	+$984.9K	$5.4M
43	Generali Investments CEE, investicni spolecnost, a.s. unchanged	Shares	0	+$894.7K	$5.4M
44	Sequoia Financial Advisors, LLC added	Shares	+2.0K	+$804.3K	$2.6M
45	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+892	+$752.2K	$3.5M
46	Apollon Wealth Management, LLC added	Shares	+1.8K	+$721.5K	$2.3M
47	MISSION WEALTH MANAGEMENT, LP new	Shares	+3.0K	+$672.5K	$672.5K
48	Prospera Financial Services Inc trimmed	Shares	-497	+$633.8K	$4.4M
49	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	+$625.5K	$3.8M
50	Louisiana State Employees Retirement System unchanged	Shares	0	+$616.2K	$3.7M

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