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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
16
shares
|
$2,766
0.0% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
16
shares
|
$2,766
0.0% of portfolio
|
Q3 2024
Reduced 56.76%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
14
shares
|
$2,420
0.0% of portfolio
|
Q1 2024
Reduced 88.24%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
14
shares
|
$2,420
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
14
shares
|
$2,420
0.0% of portfolio
|
Q4 2024
Reduced 17.65%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12
shares
|
$2,074
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
10
shares
|
$1,729
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7
shares
|
$1,210
0.0% of portfolio
|
Q4 2023
Reduced 77.42%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
7
shares
|
$1,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
6
shares
|
$1,037
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
6
shares
|
$1,037
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
6
shares
|
$1,037
0.0% of portfolio
|
Q1 2024
Reduced 96.97%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
5
shares
|
$864
0.0% of portfolio
|
Q4 2023
Reduced 68.75%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
5
shares
|
$864
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
5
shares
|
$864
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
3
shares
|
$518
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
3
shares
|
$518
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
3
shares
|
$518
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2
shares
|
$345
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2
shares
|
$345
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2
shares
|
$345
0.0% of portfolio
|
Q3 2022
Reduced 88.24%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
2
shares
|
$345
0.0% of portfolio
|
Q3 2024
Reduced 99.48%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
2
shares
|
$345
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$172
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$172
0.03% of portfolio
|
Q4 2024
Reduced 99.96%
|