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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
2,911
shares
|
$514,169
0.02% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
2,907
shares
|
$513,463
0.52% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
2,902
shares
|
$512,580
0.02% of portfolio
|
Q3 2024
Reduced 46.01%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
2,899
shares
|
$512,050
0.02% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
2,898
shares
|
$511,873
0.13% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
2,882
shares
|
$509,047
0.21% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
2,848
shares
|
$503,042
0.09% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
2,825
shares
|
$498,979
0.03% of portfolio
|
Q4 2023
Reduced 13.08%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
2,794
shares
|
$493,504
0.01% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
2,786
shares
|
$492,091
0.06% of portfolio
|
Q1 2023
Reduced 0.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,781
shares
|
$491,208
0.02% of portfolio
|
Q3 2024
Added 46.52%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
2,775
shares
|
$490,148
0.32% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
2,751
shares
|
$485,909
0.15% of portfolio
|
Q3 2024
Reduced 99.35%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
2,721
shares
|
$480,610
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
2,709
shares
|
$478,490
0.04% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
2,707
shares
|
$478,137
0.23% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,698
shares
|
$476,547
0.36% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
2,666
shares
|
$470,895
0.24% of portfolio
|
Q3 2024
Reduced 28.2%
|
|
|
Edmp, Inc.
|
Oct 31, 2024 Q3 2024 |
2,656
shares
|
$469,129
0.37% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
2,656
shares
|
$469,129
0.09% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
2,648
shares
|
$467,716
0.0% of portfolio
|
Q3 2024
Reduced 60.15%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
2,648
shares
|
$467,716
0.05% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
2,638
shares
|
$465,949
0.01% of portfolio
|
Q1 2024
Reduced 24.43%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
2,607
shares
|
$460,474
0.01% of portfolio
|
Q3 2024
Added 50.69%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
2,602
shares
|
$459,591
0.15% of portfolio
|
Q3 2024
Reduced 2.8%
|