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 |
|---|---|---|---|---|---|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
7,015
shares
|
$1.1 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
7,000
shares
|
$1.1 Million
0.29% of portfolio
|
Q2 2018
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
7,000
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,996
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
6,972
shares
|
$1.09 Million
0.06% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
6,970
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2022
Added 14.11%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
6,912
shares
|
$1.08 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
6,894
shares
|
$1.08 Million
0.33% of portfolio
|
Q1 2025
Reduced 22.36%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
6,860
shares
|
$1.08 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,804
shares
|
$1.07 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
|
$1.07 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
6,797
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2023
Added 0.27%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
6,729
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Added 76.8%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
6,716
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,710
shares
|
$1.05 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
6,667
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,655
shares
|
$1.04 Million
0.56% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
6,650
shares
|
$1.04 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
6,538
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
6,530
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,494
shares
|
$1.02 Million
0.09% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
May 09, 2025 Q1 2025 |
6,477
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 42.68%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
6,443
shares
|
$1.01 Million
0.53% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
6,430
shares
|
$1.01 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
6,391
shares
|
$1 Million
0.03% of portfolio
|
Q1 2025
New holding
|