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 |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
4,575
shares
|
$744,489
0.01% of portfolio
|
Q2 2025
Reduced 20.45%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
4,565
shares
|
$742,862
0.03% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
4,523
shares
|
$736,027
0.03% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
4,516
shares
|
$734,888
0.1% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
4,471
shares
|
$727,565
0.03% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
4,471
shares
|
$727,565
0.61% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
4,465
shares
|
$726,589
0.01% of portfolio
|
Q1 2025
Added 84.81%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
4,463
shares
|
$726,263
0.09% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
4,457
shares
|
$725,287
0.14% of portfolio
|
Q1 2025
Added 170.45%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
4,442
shares
|
$722,846
0.02% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
4,410
shares
|
$717,639
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
4,397
shares
|
$715,523
0.02% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
4,378
shares
|
$712,431
0.04% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
4,314
shares
|
$702,017
0.16% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,290
shares
|
$698,111
0.02% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
4,288
shares
|
$697,786
0.01% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,269
shares
|
$694,694
0.02% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,264
shares
|
$693,880
0.01% of portfolio
|
Q4 2022
Reduced 2.09%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
4,250
shares
|
$691,602
0.0% of portfolio
|
Q1 2025
Added 34.84%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,249
shares
|
$691,439
0.01% of portfolio
|
Q1 2025
Added 79.89%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
4,215
shares
|
$685,906
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
4,209
shares
|
$684,930
0.09% of portfolio
|
Q1 2025
Added 237.26%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
4,198
shares
|
$683,140
0.03% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
4,139
shares
|
$673,539
0.32% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
4,136
shares
|
$673,051
0.03% of portfolio
|
Q1 2025
Added 16.47%
|