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 $43.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
15,788
shares
|
$2.48 Million
1.39% of portfolio
|
Q1 2025
Reduced 18.34%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
15,720
shares
|
$2.46 Million
0.38% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
15,695
shares
|
$2.46 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
15,606
shares
|
$2.45 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
15,500
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
15,124
shares
|
$2.37 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.45%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
15,097
shares
|
$2.37 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
15,069
shares
|
$2.36 Million
0.04% of portfolio
|
Q1 2025
Added 54.78%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
14,999
shares
|
$2.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
14,825
shares
|
$2.32 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
14,600
shares
|
$2.29 Million
0.03% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
14,475
shares
|
$2.27 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
14,337
shares
|
$2.25 Million
0.07% of portfolio
|
Q1 2025
Reduced 11.6%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
14,295
shares
|
$2.24 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
14,255
shares
|
$2.23 Million
0.36% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Apr 11, 2025 Q1 2025 |
14,100
shares
|
$2.21 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
May 15, 2025 Q1 2025 |
14,057
shares
|
$2.2 Million
1.85% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
14,042
shares
|
$2.2 Million
0.02% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
14,000
shares
|
$2.19 Million
0.55% of portfolio
|
Q1 2025
Added 12.0%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
13,822
shares
|
$2.17 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Groupama Asset Managment
Paris, I0 |
May 14, 2025 Q1 2025 |
13,784
shares
|
$2.16 Million
0.05% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Del Sette Capital Management, LLC
|
May 05, 2025 Q1 2025 |
13,747
shares
|
$2.16 Million
1.89% of portfolio
|
Q1 2025
Added 13.96%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
13,746
shares
|
$2.15 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
13,702
shares
|
$2.15 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Clough Capital Partners L P
Boston, MA |
May 15, 2025 Q1 2025 |
13,600
shares
|
$2.13 Million
0.3% of portfolio
|
Q4 2023
Reduced 17.07%
|