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 |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
88
shares
|
$15,215
0.0% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
85
shares
|
$14,696
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
79
shares
|
$13,659
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
76
shares
|
$13,140
0.0% of portfolio
|
Q3 2024
Reduced 12.64%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
75
shares
|
$12,967
0.01% of portfolio
|
Q4 2020
Reduced 48.28%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
75
shares
|
$12,967
0.01% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
74
shares
|
$12,794
0.0% of portfolio
|
Q2 2024
Reduced 15.91%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
72
shares
|
$12,448
0.0% of portfolio
|
Q3 2024
Added 71.43%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
71
shares
|
$12,275
0.01% of portfolio
|
Q3 2024
Added 1320.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
69
shares
|
$11,930
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
68
shares
|
$11,757
0.0% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
65
shares
|
$11,238
0.0% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
62
shares
|
$10,719
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
62
shares
|
$10,719
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
61
shares
|
$10,546
0.01% of portfolio
|
Q4 2024
Reduced 80.26%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
60
shares
|
$10,374
0.01% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
56
shares
|
$9,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
53
shares
|
$9,163
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
52
shares
|
$8,990
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
52
shares
|
$8,990
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
50
shares
|
$8,645
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
50
shares
|
$8,645
0.0% of portfolio
|
Q2 2024
Reduced 25.37%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
50
shares
|
$8,645
0.0% of portfolio
|
Q3 2024
Added 78.57%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
45
shares
|
$7,780
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
44
shares
|
$7,607
0.0% of portfolio
|
Q3 2024
Reduced 6.38%
|