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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
152
shares
|
$26,426
0.0% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
140
shares
|
$24,340
0.0% of portfolio
|
Q3 2024
Added 91.78%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
138
shares
|
$23,992
0.01% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
135
shares
|
$23,471
0.02% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
128
shares
|
$22,254
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
127
shares
|
$22,080
0.01% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
126
shares
|
$21,906
0.01% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
123
shares
|
$21,384
0.0% of portfolio
|
Q4 2024
Reduced 30.11%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
123
shares
|
$21,384
0.01% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
120
shares
|
$20,863
0.0% of portfolio
|
Q2 2022
Added 207.69%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
118
shares
|
$20,515
0.02% of portfolio
|
Q2 2024
Reduced 22.88%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
115
shares
|
$19,993
0.0% of portfolio
|
Q4 2024
Added 64.29%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
110
shares
|
$19,124
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
110
shares
|
$19,124
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
109
shares
|
$18,950
0.0% of portfolio
|
Q2 2022
Reduced 31.45%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
109
shares
|
$18,950
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
108
shares
|
$18,776
0.01% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
107
shares
|
$18,603
0.0% of portfolio
|
Q2 2023
Reduced 48.31%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
107
shares
|
$18,603
0.0% of portfolio
|
Q4 2024
Reduced 26.21%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
106
shares
|
$18,429
0.0% of portfolio
|
Q4 2024
Added 45.21%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
106
shares
|
$18,429
0.01% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
105
shares
|
$18,255
0.03% of portfolio
|
Q1 2023
Reduced 27.08%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
105
shares
|
$18,255
0.0% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
103
shares
|
$17,907
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
100
shares
|
$17,386
0.01% of portfolio
|
Q4 2024
Reduced 11.5%
|