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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,863
shares
|
$323,901
0.02% of portfolio
|
Q2 2023
Added 13.39%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
1,853
shares
|
$322,162
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,851
shares
|
$321,814
0.0% of portfolio
|
Q3 2024
Added 28.72%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,849
shares
|
$321,467
0.06% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
1,846
shares
|
$320,945
0.2% of portfolio
|
Q3 2024
Reduced 35.72%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,819
shares
|
$316,251
0.13% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1,817
shares
|
$315,903
0.01% of portfolio
|
Q3 2024
Added 25.22%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
1,814
shares
|
$315,382
0.07% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,811
shares
|
$314,860
0.0% of portfolio
|
Q3 2024
Added 83.3%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
1,807
shares
|
$314,165
0.14% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
1,806
shares
|
$313,991
0.01% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
1,803
shares
|
$313,469
0.05% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,794
shares
|
$311,904
0.02% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,780
shares
|
$309,470
0.0% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
1,776
shares
|
$308,775
0.07% of portfolio
|
Q4 2023
Reduced 17.97%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
1,766
shares
|
$307,036
0.06% of portfolio
|
Q2 2024
Added 73.99%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
1,763
shares
|
$306,515
0.01% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
1,751
shares
|
$304,428
0.08% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Jan 27, 2025 Q4 2024 |
1,750
shares
|
$304,255
0.14% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
1,745
shares
|
$303,385
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
1,739
shares
|
$302,342
0.04% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,739
shares
|
$302,342
0.0% of portfolio
|
Q3 2024
Added 41.84%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 29, 2024 Q3 2024 |
1,734
shares
|
$301,473
0.09% of portfolio
|
Q2 2024
Reduced 59.05%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
1,713
shares
|
$297,822
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
1,710
shares
|
$297,300
0.06% of portfolio
|
Q4 2024
Reduced 3.12%
|