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 |
|---|---|---|---|---|---|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
3,200
shares
|
$565,216
0.07% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,176
shares
|
$560,976
0.01% of portfolio
|
Q3 2024
Reduced 13.55%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,135
shares
|
$553,735
0.01% of portfolio
|
Q3 2024
Reduced 30.07%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,128
shares
|
$552,498
0.03% of portfolio
|
Q2 2024
Reduced 15.98%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
3,111
shares
|
$549,495
0.04% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,105
shares
|
$548,436
0.12% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
3,100
shares
|
$547,553
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,097
shares
|
$547,023
0.04% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
3,068
shares
|
$541,900
0.37% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
3,012
shares
|
$532,009
0.09% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
3,007
shares
|
$531,126
0.36% of portfolio
|
Q1 2024
Added 2.35%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
3,000
shares
|
$529,890
0.35% of portfolio
|
Q2 2023
Added 20.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
3,000
shares
|
$529,890
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
3,000
shares
|
$529,890
0.1% of portfolio
|
Q4 2020
New holding
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
2,999
shares
|
$529,713
0.18% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,995
shares
|
$529,006
0.01% of portfolio
|
Q3 2024
Added 19.23%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
2,979
shares
|
$526,180
0.22% of portfolio
|
Q2 2024
Reduced 14.37%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,970
shares
|
$524,591
0.02% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
2,965
shares
|
$523,707
0.23% of portfolio
|
Q1 2023
Reduced 3.1%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
2,961
shares
|
$523,001
0.05% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
2,954
shares
|
$521,765
0.03% of portfolio
|
Q3 2024
Added 433.21%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
2,952
shares
|
$521,411
0.13% of portfolio
|
Q2 2024
Reduced 9.84%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
2,931
shares
|
$517,702
0.0% of portfolio
|
Q3 2024
Reduced 20.91%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
2,921
shares
|
$515,936
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
2,917
shares
|
$515,229
0.03% of portfolio
|
Q3 2024
Added 27.66%
|