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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
6,331
shares
|
$1.12 Million
0.24% of portfolio
|
Q3 2024
Reduced 46.29%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
6,301
shares
|
$1.11 Million
0.19% of portfolio
|
Q3 2024
Added 65.68%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
6,270
shares
|
$1.11 Million
0.13% of portfolio
|
Q4 2022
Reduced 3.02%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
6,210
shares
|
$1.1 Million
0.18% of portfolio
|
Q3 2024
Added 15.43%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
6,189
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
6,175
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
6,170
shares
|
$1.09 Million
0.23% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
6,170
shares
|
$1.09 Million
0.28% of portfolio
|
Q4 2023
Reduced 3.14%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
6,158
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,128
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
6,114
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,097
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
6,090
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,062
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
5,960
shares
|
$1.05 Million
0.24% of portfolio
|
Q3 2024
Reduced 40.87%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,955
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2023
Added 6.06%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
5,866
shares
|
$1.04 Million
0.14% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
5,851
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
5,823
shares
|
$1.03 Million
0.24% of portfolio
|
Q3 2024
Added 318.32%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
5,820
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,800
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2023
Added 1.74%
|
|
|
Adams Asset Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,789
shares
|
$1.02 Million
0.15% of portfolio
|
Q3 2023
Added 59.52%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
5,729
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
5,729
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
Added 15.11%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,700
shares
|
$1.01 Million
0.3% of portfolio
|
Q4 2023
Added 9.62%
|