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 |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
4,602
shares
|
$840,923
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
4,600
shares
|
$840,558
0.06% of portfolio
|
Q4 2022
Reduced 14.81%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
4,581
shares
|
$837,086
0.1% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
4,553
shares
|
$831,969
0.05% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,542
shares
|
$829,959
0.02% of portfolio
|
Q2 2025
Reduced 69.72%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
4,531
shares
|
$827,949
0.01% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
4,510
shares
|
$824,112
0.29% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
4,490
shares
|
$820,457
0.09% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
4,467
shares
|
$816,254
0.01% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
4,444
shares
|
$812,052
0.04% of portfolio
|
Q3 2025
Reduced 23.72%
|
|
|
Ldr Capital Management LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
4,419
shares
|
$807,483
2.49% of portfolio
|
Q3 2025
New holding
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
4,410
shares
|
$805,839
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
4,376
shares
|
$799,626
0.17% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
4,362
shares
|
$797,068
0.04% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
4,349
shares
|
$794,692
0.02% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
4,333
shares
|
$791,769
0.63% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
4,325
shares
|
$790,307
0.19% of portfolio
|
Q3 2025
Reduced 9.42%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
4,259
shares
|
$778,247
0.04% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
4,174
shares
|
$762,715
0.03% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 20, 2026 Q4 2025 |
4,133
shares
|
$755,223
0.08% of portfolio
|
Q4 2025
Reduced 12.12%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
4,120
shares
|
$752,847
0.05% of portfolio
|
Q3 2025
Added 69.83%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
4,117
shares
|
$752,299
0.09% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
4,115
shares
|
$751,933
0.04% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 21, 2026 Q4 2025 |
4,085
shares
|
$746,452
0.5% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
4,078
shares
|
$745,172
0.1% of portfolio
|
Q2 2023
New holding
|
|