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 1,257 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $47.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
15,621
shares
|
$2.76 Million
0.07% of portfolio
|
Q3 2024
Added 456.9%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
15,531
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2024
Added 20.73%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
15,500
shares
|
$2.74 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
15,319
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
15,080
shares
|
$2.66 Million
0.6% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
14,950
shares
|
$2.64 Million
0.18% of portfolio
|
Q3 2024
Reduced 10.16%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
14,213
shares
|
$2.51 Million
0.71% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
14,071
shares
|
$2.49 Million
1.74% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
13,762
shares
|
$2.43 Million
0.6% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
13,731
shares
|
$2.43 Million
0.1% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
13,600
shares
|
$2.4 Million
0.25% of portfolio
|
Q4 2023
Reduced 17.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
13,546
shares
|
$2.39 Million
0.02% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
13,465
shares
|
$2.38 Million
0.02% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Ccm Investment Advisers LLC
|
Oct 09, 2024 Q3 2024 |
13,440
shares
|
$2.37 Million
0.26% of portfolio
|
Q1 2024
Reduced 5.25%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
13,407
shares
|
$2.37 Million
0.07% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
13,297
shares
|
$2.35 Million
0.02% of portfolio
|
Q3 2024
Added 86.34%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
13,265
shares
|
$2.34 Million
1.17% of portfolio
|
Q3 2023
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,244
shares
|
$2.34 Million
0.05% of portfolio
|
Q3 2024
Added 326.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
13,224
shares
|
$2.34 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
13,200
shares
|
$2.33 Million
0.03% of portfolio
|
Q2 2023
Reduced 0.76%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
13,079
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2024
Added 18.9%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
13,018
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
12,918
shares
|
$2.28 Million
0.04% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
12,883
shares
|
$2.28 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
12,762
shares
|
$2.25 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.69%
|