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 |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
2,593
shares
|
$458,001
0.04% of portfolio
|
Q3 2024
Added 50.84%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,584
shares
|
$456,411
0.04% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
2,583
shares
|
$456,235
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
2,580
shares
|
$455,705
0.2% of portfolio
|
Q3 2024
Reduced 61.95%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
2,575
shares
|
$454,822
0.02% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,573
shares
|
$454,468
0.05% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,551
shares
|
$450,583
0.02% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
2,544
shares
|
$449,346
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,531
shares
|
$447,050
0.0% of portfolio
|
Q2 2023
Reduced 7.59%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
2,528
shares
|
$446,520
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
2,515
shares
|
$444,224
0.02% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,515
shares
|
$444,224
0.08% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
2,511
shares
|
$443,517
0.01% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
2,508
shares
|
$442,988
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
2,500
shares
|
$441,575
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
2,500
shares
|
$441,575
0.03% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
2,485
shares
|
$438,925
0.08% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
2,473
shares
|
$436,805
0.26% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
2,470
shares
|
$436,276
0.05% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
2,464
shares
|
$435,216
0.22% of portfolio
|
Q3 2022
Reduced 93.73%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Nov 12, 2024 Q3 2024 |
2,400
shares
|
$423,912
0.14% of portfolio
|
Q4 2022
Reduced 29.41%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
2,388
shares
|
$421,792
0.04% of portfolio
|
Q3 2024
Reduced 19.57%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,377
shares
|
$419,849
0.02% of portfolio
|
Q3 2023
Reduced 7.51%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,376
shares
|
$419,672
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
2,338
shares
|
$412,960
0.01% of portfolio
|
Q3 2024
Added 8.39%
|