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 |
|---|---|---|---|---|---|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
8,405
shares
|
$1.32 Million
1.15% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
8,389
shares
|
$1.32 Million
0.28% of portfolio
|
Q1 2025
Added 54.84%
|
|
|
Mark Asset Management LP
New York, NY |
May 15, 2025 Q1 2025 |
8,095
shares
|
$1.27 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
8,011
shares
|
$1.26 Million
0.24% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
8,002
shares
|
$1.25 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
7,971
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.27%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
7,940
shares
|
$1.24 Million
0.05% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
7,874
shares
|
$1.23 Million
0.31% of portfolio
|
Q1 2025
Reduced 11.21%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
7,834
shares
|
$1.23 Million
0.23% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
7,825
shares
|
$1.23 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
7,798
shares
|
$1.22 Million
0.2% of portfolio
|
Q4 2023
Added 139.86%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Apr 23, 2025 Q1 2025 |
7,750
shares
|
$1.21 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
7,744
shares
|
$1.21 Million
0.04% of portfolio
|
Q1 2025
Added 54.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,675
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
7,646
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Assenagon Asset Management S.A.
|
Apr 15, 2025 Q1 2025 |
7,586
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
7,558
shares
|
$1.18 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
7,467
shares
|
$1.17 Million
0.06% of portfolio
|
Q1 2025
Added 461.43%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
7,454
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2022
Added 84.28%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
7,439
shares
|
$1.17 Million
0.14% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
7,280
shares
|
$1.14 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
7,260
shares
|
$1.14 Million
0.48% of portfolio
|
Q1 2023
Added 4.91%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
7,200
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
7,154
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Apr 28, 2025 Q1 2025 |
7,150
shares
|
$1.12 Million
0.23% of portfolio
|
Q3 2023
New holding
|