Institutional Ownership Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG). We have compiled data on the 1,325 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $46.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
20,931
shares
|
$3.45 Million
0.03% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
20,892
shares
|
$3.44 Million
0.27% of portfolio
|
Q4 2024
Added 23.21%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
20,860
shares
|
$3.44 Million
0.22% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
20,853
shares
|
$3.44 Million
0.02% of portfolio
|
Q4 2024
Added 287.24%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
20,528
shares
|
$3.38 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
20,251
shares
|
$3.34 Million
0.11% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
20,249
shares
|
$3.34 Million
0.64% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
19,775
shares
|
$3.26 Million
0.01% of portfolio
|
Q4 2024
Added 66.68%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
19,517
shares
|
$3.22 Million
0.16% of portfolio
|
Q4 2024
Added 181.75%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
19,335
shares
|
$3.19 Million
1.67% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
19,191
shares
|
$3.16 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
19,012
shares
|
$3.13 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
18,861
shares
|
$3.11 Million
0.16% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
18,532
shares
|
$3.05 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
18,313
shares
|
$3.02 Million
0.03% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
18,143
shares
|
$2.99 Million
0.01% of portfolio
|
Q4 2024
Added 162.11%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
17,977
shares
|
$2.96 Million
0.07% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
17,820
shares
|
$2.94 Million
0.02% of portfolio
|
Q4 2022
Added 62.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
17,524
shares
|
$2.89 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
17,500
shares
|
$2.88 Million
0.62% of portfolio
|
Q4 2023
Added 7.36%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
17,410
shares
|
$2.87 Million
0.01% of portfolio
|
Q4 2024
Added 314.13%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
17,319
shares
|
$2.85 Million
0.09% of portfolio
|
Q4 2024
Added 65.27%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
17,275
shares
|
$2.85 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
17,132
shares
|
$2.82 Million
0.07% of portfolio
|
Q3 2023
Added 12.84%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
17,116
shares
|
$2.82 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.04%
|