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 |
|---|---|---|---|---|---|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
4,410
shares
|
$778,938
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
4,375
shares
|
$772,756
0.01% of portfolio
|
Q3 2024
Added 30.48%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
4,352
shares
|
$768,693
0.03% of portfolio
|
Q3 2024
Reduced 39.12%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
4,338
shares
|
$766,220
0.01% of portfolio
|
Q3 2024
Added 213.44%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
4,304
shares
|
$760,215
0.33% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,264
shares
|
$753,150
0.01% of portfolio
|
Q4 2022
Reduced 2.09%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
4,238
shares
|
$748,557
0.16% of portfolio
|
Q3 2024
Added 23444.44%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
4,222
shares
|
$745,731
0.52% of portfolio
|
Q3 2024
Reduced 32.08%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,204
shares
|
$742,552
0.0% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
4,202
shares
|
$742,199
0.15% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,194
shares
|
$740,786
0.02% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
4,153
shares
|
$733,544
0.12% of portfolio
|
Q3 2024
Added 19.34%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
4,118
shares
|
$727,362
0.09% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
4,080
shares
|
$720,650
0.03% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
4,078
shares
|
$720,297
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,069
shares
|
$718,707
0.05% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Nov 15, 2024 Q3 2024 |
4,065
shares
|
$718,000
0.53% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
4,045
shares
|
$714,468
0.01% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Murphy Pohlad Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
4,036
shares
|
$712,878
0.28% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$706,520
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
3,978
shares
|
$702,634
0.07% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,974
shares
|
$701,927
0.02% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,934
shares
|
$694,862
0.01% of portfolio
|
Q2 2024
Added 5.53%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
3,929
shares
|
$693,979
0.07% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
3,922
shares
|
$692,742
0.02% of portfolio
|
Q3 2024
Reduced 12.88%
|