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 |
|---|---|---|---|---|---|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
4,531
shares
|
$787,759
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
4,515
shares
|
$784,977
0.1% of portfolio
|
Q1 2024
Reduced 1.31%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,458
shares
|
$775,067
0.01% of portfolio
|
Q3 2024
Reduced 28.2%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
4,410
shares
|
$766,722
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
4,407
shares
|
$766,201
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
4,401
shares
|
$765,157
0.01% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
4,352
shares
|
$756,638
0.03% of portfolio
|
Q3 2024
Reduced 39.12%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
4,294
shares
|
$746,554
0.33% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,264
shares
|
$741,339
0.01% of portfolio
|
Q4 2022
Reduced 2.09%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
4,238
shares
|
$736,818
0.16% of portfolio
|
Q3 2024
Added 23444.44%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,204
shares
|
$730,907
0.0% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
4,202
shares
|
$730,559
0.15% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,194
shares
|
$729,168
0.02% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,140
shares
|
$719,780
0.02% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
4,118
shares
|
$715,955
0.09% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
4,106
shares
|
$713,869
0.12% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
4,078
shares
|
$709,001
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,069
shares
|
$707,436
0.05% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
4,065
shares
|
$706,740
0.53% of portfolio
|
Q4 2023
Added 1.87%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
4,053
shares
|
$704,654
0.03% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
4,045
shares
|
$703,263
0.01% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
4,029
shares
|
$700,481
0.51% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$695,440
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
3,978
shares
|
$691,615
0.03% of portfolio
|
Q4 2024
Added 17.14%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
3,978
shares
|
$691,615
0.07% of portfolio
|
Q3 2024
Added 8.16%
|