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 |
|---|---|---|---|---|---|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
881
shares
|
$153,170
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
873
shares
|
$151,779
0.02% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
853
shares
|
$148,302
0.01% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
850
shares
|
$147,781
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
823
shares
|
$143,086
0.04% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
821
shares
|
$142,739
0.01% of portfolio
|
Q1 2022
Added 38.92%
|
|
|
Xy Capital LTD
Central, K3 |
Jan 28, 2025 Q4 2024 |
773
shares
|
$134,393
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
762
shares
|
$132,481
0.0% of portfolio
|
Q3 2022
Added 3.81%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
746
shares
|
$129,699
0.01% of portfolio
|
Q3 2024
Added 29.07%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
746
shares
|
$129,699
0.01% of portfolio
|
Q4 2024
Added 19.94%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
743
shares
|
$129,177
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Muzinich & Co., Inc.
New York, NY |
Nov 06, 2024 Q3 2024 |
731
shares
|
$127,091
0.09% of portfolio
|
Q2 2024
Added 99.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
725
shares
|
$126,048
0.0% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
702
shares
|
$122,049
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
701
shares
|
$121,875
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
675
shares
|
$117,355
0.01% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
655
shares
|
$113,878
0.01% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
647
shares
|
$112,487
0.04% of portfolio
|
Q2 2024
Added 762.67%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
644
shares
|
$111,965
0.05% of portfolio
|
Q3 2024
Added 1363.64%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
636
shares
|
$110,574
0.02% of portfolio
|
Q3 2024
Reduced 18.36%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
634
shares
|
$110,227
0.03% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
632
shares
|
$109,879
0.02% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
631
shares
|
$109,705
0.24% of portfolio
|
Q3 2024
Reduced 40.97%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
622
shares
|
$108,140
0.04% of portfolio
|
Q2 2024
Added 107.33%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
598
shares
|
$103,968
0.0% of portfolio
|
Q3 2022
Reduced 4.17%
|