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 1,323 institutions that hold shares in the stock, with a total of 283 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 |
|---|---|---|---|---|---|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,520
shares
|
$417,891
0.02% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
2,516
shares
|
$417,228
0.09% of portfolio
|
Q4 2024
Reduced 70.93%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
2,508
shares
|
$415,901
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
2,505
shares
|
$415,404
0.22% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
2,504
shares
|
$415,238
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
2,500
shares
|
$414,575
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
2,500
shares
|
$414,575
0.03% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
2,494
shares
|
$413,580
0.04% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
2,464
shares
|
$408,605
0.22% of portfolio
|
Q3 2022
Reduced 93.73%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
2,430
shares
|
$402,966
0.0% of portfolio
|
Q4 2024
Added 21.2%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,430
shares
|
$402,966
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,422
shares
|
$401,640
0.02% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
2,420
shares
|
$401,308
0.26% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,416
shares
|
$400,645
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,408
shares
|
$399,318
0.0% of portfolio
|
Q4 2024
Added 49.1%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
2,408
shares
|
$399,318
0.21% of portfolio
|
Q4 2024
Reduced 11.05%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
2,400
shares
|
$397,992
0.14% of portfolio
|
Q4 2022
Reduced 29.41%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
2,391
shares
|
$396,499
0.01% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,377
shares
|
$394,177
0.02% of portfolio
|
Q3 2023
Reduced 7.51%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
2,377
shares
|
$394,177
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,376
shares
|
$394,012
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
2,362
shares
|
$391,690
0.01% of portfolio
|
Q4 2024
Reduced 25.63%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
2,346
shares
|
$389,037
0.02% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
2,346
shares
|
$389,037
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
2,344
shares
|
$388,705
0.04% of portfolio
|
Q4 2024
Added 0.69%
|