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 1,350 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 $45.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Trust Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
5,262
shares
|
$856,285
0.4% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
May 08, 2025 Q1 2025 |
5,200
shares
|
$846,196
0.04% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
5,189
shares
|
$844,405
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,169
shares
|
$841,151
0.03% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
5,168
shares
|
$840,988
0.03% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
5,111
shares
|
$831,713
0.02% of portfolio
|
Q4 2022
Reduced 12.65%
|
|
|
American Assets Inc
|
May 09, 2025 Q1 2025 |
5,000
shares
|
$813,650
0.29% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
4,954
shares
|
$806,164
0.09% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
4,910
shares
|
$799,004
0.08% of portfolio
|
Q1 2025
Added 96.87%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,907
shares
|
$798,516
0.02% of portfolio
|
Q1 2025
Added 26.53%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
4,903
shares
|
$797,865
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
4,865
shares
|
$791,681
0.23% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
4,784
shares
|
$778,500
0.36% of portfolio
|
Q2 2024
Reduced 6.79%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
4,775
shares
|
$777,035
0.22% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
4,754
shares
|
$773,618
0.0% of portfolio
|
Q1 2025
Reduced 62.12%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
4,728
shares
|
$769,387
0.04% of portfolio
|
Q2 2025
Added 15.77%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
4,721
shares
|
$768,248
0.03% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
4,681
shares
|
$761,739
0.01% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
4,676
shares
|
$760,925
0.11% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
4,646
shares
|
$756,043
0.03% of portfolio
|
Q4 2024
Reduced 34.28%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
4,630
shares
|
$753,439
0.03% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
4,613
shares
|
$750,673
0.01% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
4,612
shares
|
$750,510
0.24% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
4,602
shares
|
$748,883
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
4,600
shares
|
$748,558
0.06% of portfolio
|
Q4 2022
Reduced 14.81%
|