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 1,291 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 $48.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
6,509
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
6,459
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
6,368
shares
|
$1.15 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
6,343
shares
|
$1.14 Million
0.05% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
6,310
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
6,300
shares
|
$1.13 Million
0.56% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
6,270
shares
|
$1.13 Million
0.13% of portfolio
|
Q4 2022
Reduced 3.02%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
6,237
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
6,170
shares
|
$1.11 Million
0.28% of portfolio
|
Q4 2023
Reduced 3.14%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
6,169
shares
|
$1.11 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
6,158
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,128
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
6,114
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
6,102
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,097
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
6,091
shares
|
$1.1 Million
0.56% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
5,960
shares
|
$1.07 Million
0.24% of portfolio
|
Q3 2024
Reduced 40.87%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,955
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2023
Added 6.06%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
5,866
shares
|
$1.06 Million
0.14% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,851
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 13.99%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
5,839
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
5,820
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,812
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 30.37%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,800
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2023
Added 1.74%
|
|
|
Adams Asset Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,789
shares
|
$1.04 Million
0.15% of portfolio
|
Q3 2023
Added 59.52%
|