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 |
|---|---|---|---|---|---|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,220
shares
|
$385,969
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
2,219
shares
|
$385,795
0.04% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
2,210
shares
|
$384,230
0.05% of portfolio
|
Q3 2024
Added 12.76%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
2,208
shares
|
$383,882
0.03% of portfolio
|
Q3 2024
Reduced 44.04%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
2,198
shares
|
$382,144
0.01% of portfolio
|
Q3 2024
Reduced 26.34%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
2,195
shares
|
$381,622
0.06% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
2,192
shares
|
$381,101
0.11% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
2,191
shares
|
$380,927
0.05% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
2,189
shares
|
$380,579
0.01% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,171
shares
|
$377,450
0.02% of portfolio
|
Q4 2024
Reduced 75.58%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
2,163
shares
|
$376,059
0.11% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
2,150
shares
|
$373,799
0.03% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,143
shares
|
$372,581
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
2,125
shares
|
$369,452
0.08% of portfolio
|
Q4 2023
Reduced 12.37%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
2,110
shares
|
$366,844
0.03% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
2,109
shares
|
$366,670
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,108
shares
|
$366,496
0.02% of portfolio
|
Q4 2024
Reduced 17.37%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,108
shares
|
$366,496
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
2,104
shares
|
$365,801
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,104
shares
|
$365,801
0.04% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
2,104
shares
|
$365,801
0.12% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
2,100
shares
|
$365,106
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
2,097
shares
|
$364,584
0.21% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,093
shares
|
$363,888
0.03% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,093
shares
|
$363,888
0.02% of portfolio
|
Q4 2023
Added 2.15%
|