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 1,407 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $52.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
6,797
shares
|
$1.24 Million
0.07% of portfolio
|
Q1 2023
Added 0.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
6,772
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
6,760
shares
|
$1.24 Million
0.71% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
6,695
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 60.34%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,653
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Added 56.58%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
6,650
shares
|
$1.22 Million
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
6,565
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
6,330
shares
|
$1.16 Million
0.21% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
6,281
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Added 52.6%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
6,270
shares
|
$1.15 Million
0.13% of portfolio
|
Q4 2022
Reduced 3.02%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
6,258
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Added 17.41%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
6,253
shares
|
$1.14 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
6,249
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2025
Added 591.26%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
6,245
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 24, 2025 Q3 2025 |
6,216
shares
|
$1.14 Million
0.25% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
6,152
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Added 76.53%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
6,126
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2025
Added 6.86%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
6,112
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Added 98.64%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
6,069
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 33.08%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
5,982
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,955
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2023
Added 6.06%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5,909
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2025
Reduced 19.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
5,877
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2025
Added 28.26%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 13, 2025 Q3 2025 |
5,877
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
Reduced 41.11%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
5,870
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Added 37.02%
|
|