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 |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
40
shares
|
$6,916
0.0% of portfolio
|
Q4 2024
Reduced 39.39%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
40
shares
|
$6,916
0.0% of portfolio
|
Q3 2022
Added 166.67%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
39
shares
|
$6,743
0.0% of portfolio
|
Q2 2023
Added 17.95%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
38
shares
|
$6,570
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
38
shares
|
$6,570
0.0% of portfolio
|
Q2 2024
Reduced 35.59%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
37
shares
|
$6,397
0.0% of portfolio
|
Q3 2024
Added 94.74%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
34
shares
|
$5,878
0.0% of portfolio
|
Q4 2023
Reduced 32.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
33
shares
|
$5,705
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
32
shares
|
$5,532
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
32
shares
|
$5,532
0.0% of portfolio
|
Q2 2024
Reduced 53.62%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
31
shares
|
$5,359
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
30
shares
|
$5,187
0.0% of portfolio
|
Q4 2022
Reduced 44.44%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
30
shares
|
$5,187
0.0% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
29
shares
|
$5,014
0.0% of portfolio
|
Q3 2024
Added 45.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
29
shares
|
$5,014
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
27
shares
|
$4,668
0.0% of portfolio
|
Q2 2024
Added 170.0%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
27
shares
|
$4,668
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
27
shares
|
$4,668
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
25
shares
|
$4,322
0.0% of portfolio
|
Q4 2024
Reduced 91.94%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
23
shares
|
$3,976
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
23
shares
|
$3,976
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
22
shares
|
$3,803
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
20
shares
|
$3,458
0.0% of portfolio
|
Q2 2024
Reduced 41.18%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
18
shares
|
$3,112
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
17
shares
|
$2,939
0.0% of portfolio
|
Q1 2024
Reduced 32.0%
|