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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
11,160
shares
|
$1.97 Million
0.31% of portfolio
|
Q4 2022
Reduced 7.24%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Oct 28, 2024 Q3 2024 |
11,131
shares
|
$1.97 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
11,081
shares
|
$1.96 Million
0.61% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,913
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2024
Added 35.68%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
10,899
shares
|
$1.93 Million
0.28% of portfolio
|
Q3 2024
Added 28.94%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
10,860
shares
|
$1.92 Million
0.03% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
10,826
shares
|
$1.91 Million
0.22% of portfolio
|
Q1 2022
New holding
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,700
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
10,610
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2024
Reduced 25.07%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
10,570
shares
|
$1.87 Million
0.12% of portfolio
|
Q4 2022
Added 25.18%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,559
shares
|
$1.87 Million
0.07% of portfolio
|
Q2 2022
Added 16.97%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
10,479
shares
|
$1.85 Million
0.05% of portfolio
|
Q3 2024
Added 48.24%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
10,361
shares
|
$1.83 Million
0.07% of portfolio
|
Q3 2024
Reduced 31.77%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
10,350
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Granger Management LLC
|
Nov 13, 2024 Q3 2024 |
10,203
shares
|
$1.8 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
10,178
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
10,139
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
10,085
shares
|
$1.78 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
9,980
shares
|
$1.76 Million
0.65% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
9,930
shares
|
$1.75 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
9,912
shares
|
$1.75 Million
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
9,877
shares
|
$1.74 Million
0.58% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
9,851
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
9,840
shares
|
$1.74 Million
0.1% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
9,736
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2024
Added 1.17%
|