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 1,367 institutions that hold shares in the stock, with a total of 285 Million shares, which have been reported (via 13F filing form) to have a value of $48.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
24,021
shares
|
$4.06 Million
0.03% of portfolio
|
Q2 2025
Added 64.53%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
24,010
shares
|
$4.06 Million
0.03% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
23,977
shares
|
$4.06 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
23,821
shares
|
$4.03 Million
0.02% of portfolio
|
Q2 2023
Reduced 56.27%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
23,797
shares
|
$4.03 Million
0.11% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
23,220
shares
|
$3.93 Million
0.11% of portfolio
|
Q2 2025
Added 17.4%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
23,181
shares
|
$3.92 Million
0.3% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
23,102
shares
|
$3.91 Million
0.03% of portfolio
|
Q2 2025
Added 19.84%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
23,085
shares
|
$3.91 Million
0.08% of portfolio
|
Q2 2025
Reduced 33.37%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
22,650
shares
|
$3.83 Million
0.06% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
American Assets Capital Advisers, LLC
|
Aug 06, 2025 Q2 2025 |
22,551
shares
|
$3.82 Million
3.94% of portfolio
|
Q2 2025
Reduced 63.82%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
22,434
shares
|
$3.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
22,300
shares
|
$3.77 Million
0.01% of portfolio
|
Q2 2025
Added 21.84%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
22,175
shares
|
$3.75 Million
0.15% of portfolio
|
Q2 2025
Reduced 17.76%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
22,005
shares
|
$3.72 Million
0.14% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
21,929
shares
|
$3.71 Million
0.07% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Zimmer Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
21,925
shares
|
$3.71 Million
0.09% of portfolio
|
Q2 2025
Reduced 74.94%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
21,844
shares
|
$3.7 Million
0.13% of portfolio
|
Q2 2025
Added 1723.37%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
21,824
shares
|
$3.69 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sam Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
21,642
shares
|
$3.66 Million
1.21% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
21,560
shares
|
$3.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
21,500
shares
|
$3.64 Million
0.13% of portfolio
|
Q1 2022
Added 43.33%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
21,352
shares
|
$3.61 Million
0.01% of portfolio
|
Q1 2025
Added 22.64%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
21,244
shares
|
$3.59 Million
0.28% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
21,128
shares
|
$3.58 Million
1.86% of portfolio
|
Q3 2024
Reduced 12.38%
|