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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,065
shares
|
$480,500
0.05% of portfolio
|
Q1 2025
Reduced 22.29%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,064
shares
|
$480,343
0.05% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,035
shares
|
$475,796
0.04% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
3,014
shares
|
$472,504
0.04% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
3,003
shares
|
$470,780
0.01% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
3,000
shares
|
$470,310
0.37% of portfolio
|
Q2 2023
Added 20.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
3,000
shares
|
$470,310
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
3,000
shares
|
$470,310
0.11% of portfolio
|
Q4 2020
New holding
|
|
|
Accuvest Global Advisors
Provo, UT |
May 09, 2025 Q1 2025 |
2,998
shares
|
$469,996
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
2,995
shares
|
$469,526
0.05% of portfolio
|
Q1 2025
Added 14.36%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
2,982
shares
|
$467,488
0.03% of portfolio
|
Q1 2025
Reduced 18.77%
|
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
2,965
shares
|
$464,823
0.2% of portfolio
|
Q1 2023
Reduced 3.1%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
May 12, 2025 Q1 2025 |
2,949
shares
|
$462,314
0.24% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
2,948
shares
|
$462,157
0.03% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
2,943
shares
|
$461,374
0.09% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
2,930
shares
|
$459,336
0.09% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
2,907
shares
|
$455,730
0.52% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Jackson Square Capital, LLC
|
Apr 16, 2025 Q1 2025 |
2,904
shares
|
$455,260
0.17% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
2,899
shares
|
$454,476
0.02% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Apr 21, 2025 Q1 2025 |
2,898
shares
|
$454,319
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,861
shares
|
$448,518
0.08% of portfolio
|
Q1 2025
Added 23.53%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
2,854
shares
|
$447,421
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,848
shares
|
$446,480
0.04% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Apr 02, 2025 Q1 2025 |
2,846
shares
|
$446,167
0.35% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Apr 15, 2025 Q1 2025 |
2,825
shares
|
$442,875
0.03% of portfolio
|
Q4 2023
Reduced 13.08%
|