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 1,340 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
19,517
shares
|
$3.09 Million
0.16% of portfolio
|
Q4 2024
Added 181.75%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
19,278
shares
|
$3.05 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
19,195
shares
|
$3.04 Million
0.02% of portfolio
|
Q1 2025
Added 32.34%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
19,012
shares
|
$3.01 Million
0.03% of portfolio
|
Q1 2025
Added 20.45%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
18,689
shares
|
$2.96 Million
0.01% of portfolio
|
Q1 2025
Added 17.48%
|
|
|
Hartford Investment Management CO
|
May 08, 2025 Q1 2025 |
18,674
shares
|
$2.95 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
18,500
shares
|
$2.93 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
18,302
shares
|
$2.89 Million
0.01% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
18,296
shares
|
$2.89 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
18,185
shares
|
$2.88 Million
0.02% of portfolio
|
Q1 2025
Added 45.48%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
18,047
shares
|
$2.85 Million
0.06% of portfolio
|
Q1 2025
Reduced 42.95%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
17,820
shares
|
$2.82 Million
0.02% of portfolio
|
Q4 2022
Added 62.43%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
17,792
shares
|
$2.81 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
May 15, 2025 Q1 2025 |
17,769
shares
|
$2.81 Million
0.98% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
17,572
shares
|
$2.78 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
17,555
shares
|
$2.78 Million
0.03% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
17,271
shares
|
$2.73 Million
0.24% of portfolio
|
Q1 2025
Reduced 17.33%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
17,246
shares
|
$2.73 Million
0.01% of portfolio
|
Q1 2025
Added 63.08%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
17,132
shares
|
$2.71 Million
0.07% of portfolio
|
Q3 2023
Added 12.84%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
17,000
shares
|
$2.69 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,850
shares
|
$2.66 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
16,760
shares
|
$2.65 Million
0.74% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
16,500
shares
|
$2.61 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
16,186
shares
|
$2.56 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
15,817
shares
|
$2.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.54%
|