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 1,265 institutions that hold shares in the stock, with a total of 268 Million shares, which have been reported (via 13F filing form) to have a value of $46.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
526
shares
|
$90,945
0.03% of portfolio
|
Q4 2023
Added 4.16%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
521
shares
|
$90,080
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
508
shares
|
$87,833
0.02% of portfolio
|
Q4 2024
Added 23.0%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
500
shares
|
$86,450
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
500
shares
|
$86,450
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
500
shares
|
$86,450
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
446
shares
|
$77,113
0.02% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
440
shares
|
$76,076
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
428
shares
|
$74,001
0.0% of portfolio
|
Q3 2024
Added 24.06%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
422
shares
|
$72,963
0.01% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
418
shares
|
$72,272
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
412
shares
|
$71,234
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
400
shares
|
$69,160
0.03% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
375
shares
|
$64,837
0.01% of portfolio
|
Q2 2022
Reduced 51.61%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
356
shares
|
$61,552
0.01% of portfolio
|
Q3 2024
Added 79.8%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
355
shares
|
$61,379
0.0% of portfolio
|
Q4 2023
Added 1.72%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
350
shares
|
$60,515
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
346
shares
|
$59,823
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
345
shares
|
$59,650
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
345
shares
|
$59,650
0.01% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
345
shares
|
$59,650
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
343
shares
|
$59,304
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
341
shares
|
$58,958
0.01% of portfolio
|
Q2 2022
Reduced 77.87%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
340
shares
|
$58,786
0.0% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
334
shares
|
$57,748
0.01% of portfolio
|
Q1 2024
Added 2.77%
|