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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
4,084
shares
|
$640,248
0.03% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
4,078
shares
|
$639,308
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
4,065
shares
|
$637,270
0.5% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Apr 25, 2025 Q1 2025 |
4,065
shares
|
$637,270
0.54% of portfolio
|
Q4 2023
Added 1.87%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
4,054
shares
|
$635,545
0.04% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
4,027
shares
|
$631,312
0.08% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
3,978
shares
|
$623,631
0.03% of portfolio
|
Q4 2024
Added 17.14%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
3,944
shares
|
$618,300
0.01% of portfolio
|
Q1 2025
Reduced 18.46%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,934
shares
|
$616,733
0.01% of portfolio
|
Q2 2024
Added 5.53%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
3,917
shares
|
$614,068
0.01% of portfolio
|
Q1 2025
Added 31.0%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,889
shares
|
$609,678
0.01% of portfolio
|
Q3 2023
Reduced 1.92%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,882
shares
|
$608,581
0.05% of portfolio
|
Q3 2023
Reduced 72.0%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
3,878
shares
|
$607,954
0.09% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
3,876
shares
|
$607,640
0.3% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
3,868
shares
|
$606,386
0.06% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
3,809
shares
|
$597,136
0.04% of portfolio
|
Q1 2025
Added 15.67%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,804
shares
|
$596,353
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
3,803
shares
|
$596,196
0.11% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
3,801
shares
|
$595,882
0.03% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
3,799
shares
|
$595,569
0.04% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
3,775
shares
|
$591,806
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
3,730
shares
|
$584,752
0.12% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
3,722
shares
|
$583,497
0.18% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
3,718
shares
|
$582,870
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
3,707
shares
|
$581,146
0.02% of portfolio
|
Q1 2025
Added 0.3%
|