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 |
|---|---|---|---|---|---|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
7,200
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 15, 2024 Q3 2024 |
7,150
shares
|
$1.26 Million
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,069
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
7,021
shares
|
$1.24 Million
0.03% of portfolio
|
Q2 2024
Reduced 36.06%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
7,000
shares
|
$1.24 Million
0.3% of portfolio
|
Q2 2018
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,996
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
6,970
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2022
Added 14.11%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,957
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 23.62%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
6,927
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 64.24%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
6,922
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
6,899
shares
|
$1.22 Million
0.47% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,804
shares
|
$1.2 Million
0.17% of portfolio
|
Q4 2022
Reduced 15.79%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,804
shares
|
$1.2 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
6,797
shares
|
$1.2 Million
0.07% of portfolio
|
Q1 2023
Added 0.27%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
6,766
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
6,701
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
6,672
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Added 395.69%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
6,650
shares
|
$1.17 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
6,637
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
6,592
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Added 123.84%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
6,551
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
6,511
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
6,509
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
6,368
shares
|
$1.12 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
6,357
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2024
Reduced 63.42%
|