Latest Institutional Transactions on Simon Property Group Inc (SPG)
This table provides information on the latest institutional transactions involving Simon Property Group Inc (SPG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.14KNew |
$182K - $214K
|
1.14K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.15KNew |
$184K - $216K
|
1.15K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-904- 62.73% |
$145K - $170K
|
537
$98.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-57- 0.63% |
$9.12K - $10.7K
|
9.02K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-41- 0.38% |
$6.56K - $7.69K
|
10.6K
$1.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
1+ 0.06% |
$160 - $188
|
1.71K
$313K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
900+ 5.56% |
$144K - $169K
|
17.1K
$3.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
10+ 0.71% |
$1.6K - $1.88K
|
1.42K
$259K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 1.12% |
$320 - $375
|
180
$32.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.1K+ 58.95% |
$3.37M - $3.95M
|
56.8K
$10.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
SELL
|
- |
-156- 5.44% |
$24.9K - $29.3K
|
2.71K
$496K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.78K- 20.67% |
$285K - $334K
|
6.84K
$1.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.69K+ 168.5% |
$750K - $880K
|
7.48K
$1.37M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
4+ 1.28% |
$640 - $751
|
316
$57.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
222+ 5.05% |
$35.5K - $41.7K
|
4.62K
$843K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
49+ 2.91% |
$7.84K - $9.2K
|
1.73K
$316K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
120+ 2.14% |
$19.2K - $22.5K
|
5.73K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
6.21K+ 1.58% |
$994K - $1.17M
|
400K
$73.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-4- 17.39% |
$640 - $751
|
19
$3.47K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
50+ 2.47% |
$8K - $9.38K
|
2.07K
$379K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-400- 7.29% |
$64K - $75.1K
|
5.09K
$930K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
44+ 2.19% |
$7.04K - $8.26K
|
2.06K
$376K
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-6- 0.2% |
$960 - $1.13K
|
2.94K
$536K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
156+ 6.18% |
$24.9K - $29.3K
|
2.68K
$490K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
207+ 5.59% |
$33.1K - $38.8K
|
3.91K
$714K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.78K- 4.25% |
$284K - $334K
|
40.1K
$7.32M
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.4K+ 20.44% |
$225K - $263K
|
8.27K
$1.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
799+ 0.33% |
$128K - $150K
|
243K
$44.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-22- 0.89% |
$3.52K - $4.13K
|
2.45K
$447K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
11.6K+ 2.73% |
$1.85M - $2.17M
|
435K
$79.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
345+ 9.66% |
$55.2K - $64.7K
|
3.92K
$716K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-521K- 43.75% |
$83.3M - $97.7M
|
669K
$122M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-483- 3.21% |
$77.2K - $90.6K
|
14.5K
$2.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-147K- 53.54% |
$23.5M - $27.6M
|
128K
$23.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
1.12KNew |
$179K - $211K
|
1.12K
$205K
|
|
|
Oct 20, 2025
Q3 2025
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-594- 2.03% |
$95K - $111K
|
28.6K
$5.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 3.64% |
$16K - $18.8K
|
2.65K
$484K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
27New |
$4.32K - $5.07K
|
27
$4.93K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
210New |
$33.6K - $39.4K
|
210
$38.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
465+ 13.85% |
$74.4K - $87.3K
|
3.82K
$698K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-270- 24.61% |
$43.2K - $50.7K
|
827
$151K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
696+ 9.63% |
$111K - $131K
|
7.92K
$1.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
336+ 3.61% |
$53.7K - $63.1K
|
9.63K
$1.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-117- 0.06% |
$18.7K - $22K
|
204K
$37.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 1.46% |
$480 - $563
|
208
$38K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.84K+ 7.49% |
$615K - $721K
|
55.2K
$10.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-25- 4.4% |
$4K - $4.69K
|
543
$99.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-86- 6.69% |
$13.8K - $16.1K
|
1.2K
$219K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.66K- 4.92% |
$266K - $312K
|
32.2K
$5.88M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-89- 5.81% |
$14.2K - $16.7K
|
1.44K
$264K
|
|