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 1,279 institutions that hold shares in the stock, with a total of 270 Million shares, which have been reported (via 13F filing form) to have a value of $46.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
11,599
shares
|
$2.02 Million
0.79% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
11,342
shares
|
$1.97 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
11,332
shares
|
$1.97 Million
0.03% of portfolio
|
Q4 2022
Added 1.68%
|
|
|
Presima Inc.
|
Jan 21, 2025 Q4 2024 |
11,302
shares
|
$1.96 Million
0.49% of portfolio
|
Q3 2024
Reduced 56.91%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
11,255
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
11,213
shares
|
$1.95 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
11,160
shares
|
$1.94 Million
0.31% of portfolio
|
Q4 2022
Reduced 7.24%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Oct 28, 2024 Q3 2024 |
11,131
shares
|
$1.94 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
11,068
shares
|
$1.92 Million
0.06% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
11,042
shares
|
$1.92 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
10,990
shares
|
$1.91 Million
0.18% of portfolio
|
Q4 2024
Added 21.12%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,913
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2024
Added 35.68%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
10,860
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
10,826
shares
|
$1.88 Million
0.22% of portfolio
|
Q1 2022
New holding
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,700
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
10,570
shares
|
$1.84 Million
0.12% of portfolio
|
Q4 2022
Added 25.18%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,559
shares
|
$1.84 Million
0.07% of portfolio
|
Q2 2022
Added 16.97%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
10,361
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2024
Reduced 31.77%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
10,279
shares
|
$1.79 Million
0.11% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
10,237
shares
|
$1.78 Million
0.97% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
10,178
shares
|
$1.77 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
10,139
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
10,085
shares
|
$1.75 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
9,980
shares
|
$1.74 Million
0.65% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
9,939
shares
|
$1.73 Million
0.02% of portfolio
|
Q4 2024
Added 2.09%
|