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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
2,921
shares
|
$507,845
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
2,917
shares
|
$507,149
0.03% of portfolio
|
Q3 2024
Added 27.66%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
2,911
shares
|
$506,106
0.02% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
2,907
shares
|
$505,411
0.52% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
2,902
shares
|
$504,541
0.02% of portfolio
|
Q3 2024
Reduced 46.01%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
2,899
shares
|
$504,020
0.02% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
2,899
shares
|
$504,020
0.35% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,895
shares
|
$503,324
0.04% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
2,825
shares
|
$491,154
0.03% of portfolio
|
Q4 2023
Reduced 13.08%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
2,799
shares
|
$486,634
0.02% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
2,786
shares
|
$484,373
0.06% of portfolio
|
Q1 2023
Reduced 0.57%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
2,784
shares
|
$484,026
0.01% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,781
shares
|
$483,504
0.02% of portfolio
|
Q3 2024
Added 46.52%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
2,775
shares
|
$482,461
0.32% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
2,752
shares
|
$478,462
0.04% of portfolio
|
Q4 2024
Reduced 99.69%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
2,749
shares
|
$477,941
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
2,744
shares
|
$477,071
0.16% of portfolio
|
Q4 2024
Reduced 14.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,723
shares
|
$473,420
0.01% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
2,712
shares
|
$471,508
0.05% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,710
shares
|
$471,160
0.23% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
2,709
shares
|
$470,986
0.04% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
2,707
shares
|
$470,639
0.23% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
2,666
shares
|
$463,510
0.24% of portfolio
|
Q3 2024
Reduced 28.2%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
2,656
shares
|
$461,772
0.09% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
2,648
shares
|
$460,381
0.0% of portfolio
|
Q3 2024
Reduced 60.15%
|