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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,934
shares
|
$683,965
0.01% of portfolio
|
Q2 2024
Added 5.53%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
3,929
shares
|
$683,095
0.07% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,897
shares
|
$677,532
0.29% of portfolio
|
Q3 2024
Added 178.36%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,889
shares
|
$676,141
0.01% of portfolio
|
Q3 2023
Reduced 1.92%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,882
shares
|
$674,924
0.05% of portfolio
|
Q3 2023
Reduced 72.0%
|
|
|
Unigestion Holding Sa
|
Nov 19, 2024 Q3 2024 |
3,875
shares
|
$673,707
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
3,833
shares
|
$666,405
0.31% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
3,809
shares
|
$662,232
0.06% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,804
shares
|
$661,363
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
3,803
shares
|
$661,189
0.11% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
3,776
shares
|
$656,495
0.02% of portfolio
|
Q3 2024
Reduced 57.03%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
3,723
shares
|
$647,280
0.16% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
3,681
shares
|
$639,978
0.01% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
3,671
shares
|
$638,240
0.04% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
3,660
shares
|
$636,327
0.13% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
3,657
shares
|
$635,806
0.07% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
3,652
shares
|
$634,936
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
3,639
shares
|
$632,676
0.03% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Ghe, LLC
|
Nov 05, 2024 Q3 2024 |
3,633
shares
|
$631,633
0.23% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 25, 2024 Q3 2024 |
3,600
shares
|
$625,896
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Nov 13, 2024 Q3 2024 |
3,600
shares
|
$625,896
0.09% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
3,599
shares
|
$625,722
0.03% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
3,558
shares
|
$618,593
0.13% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
3,551
shares
|
$617,376
0.03% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,540
shares
|
$615,464
0.34% of portfolio
|
Q3 2024
New holding
|