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 |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
235
shares
|
$40,631
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
233
shares
|
$40,285
0.01% of portfolio
|
Q1 2024
Reduced 10.04%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
229
shares
|
$39,594
0.0% of portfolio
|
Q2 2024
Added 218.06%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
228
shares
|
$39,421
0.0% of portfolio
|
Q3 2023
Added 714.29%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
225
shares
|
$38,902
0.01% of portfolio
|
Q2 2024
Reduced 17.88%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
219
shares
|
$37,865
0.01% of portfolio
|
Q2 2024
Reduced 30.25%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
213
shares
|
$36,827
0.03% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
202
shares
|
$34,925
0.01% of portfolio
|
Q3 2024
Reduced 35.67%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
200
shares
|
$34,580
0.0% of portfolio
|
Q1 2024
Reduced 52.38%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$34,580
0.01% of portfolio
|
Q1 2024
Reduced 35.28%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
176
shares
|
$30,430
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
158
shares
|
$27,318
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
157
shares
|
$27,145
0.0% of portfolio
|
Q3 2023
Added 1.29%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
156
shares
|
$26,972
0.01% of portfolio
|
Q3 2023
Added 7.59%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
155
shares
|
$26,799
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
153
shares
|
$26,453
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
152
shares
|
$26,280
0.0% of portfolio
|
Q3 2024
Added 18.75%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
152
shares
|
$26,280
0.02% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
152
shares
|
$26,280
0.0% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
140
shares
|
$24,206
0.0% of portfolio
|
Q3 2024
Added 91.78%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
138
shares
|
$23,860
0.01% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
135
shares
|
$23,341
0.02% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
127
shares
|
$21,958
0.01% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
126
shares
|
$21,785
0.01% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
123
shares
|
$21,266
0.0% of portfolio
|
Q4 2024
Reduced 30.11%
|