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 1,350 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 $45.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
3,100
shares
|
$504,462
0.22% of portfolio
|
Q4 2024
Reduced 13.89%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
3,100
shares
|
$504,462
0.06% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
3,093
shares
|
$503,323
0.01% of portfolio
|
Q1 2025
Added 23.52%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,085
shares
|
$502,022
0.01% of portfolio
|
Q1 2025
Added 28.11%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
3,077
shares
|
$500,720
0.01% of portfolio
|
Q1 2025
Added 75.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,065
shares
|
$498,767
0.05% of portfolio
|
Q1 2025
Reduced 22.29%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,064
shares
|
$498,604
0.05% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,035
shares
|
$493,885
0.04% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,030
shares
|
$493,071
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,016
shares
|
$490,793
0.01% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
3,014
shares
|
$490,468
0.04% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
3,003
shares
|
$488,678
0.01% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
3,000
shares
|
$488,189
0.37% of portfolio
|
Q2 2023
Added 20.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
3,000
shares
|
$488,189
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
3,000
shares
|
$488,189
0.11% of portfolio
|
Q4 2020
New holding
|
|
|
Accuvest Global Advisors
Provo, UT |
May 09, 2025 Q1 2025 |
2,998
shares
|
$487,864
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
2,995
shares
|
$487,376
0.05% of portfolio
|
Q1 2025
Added 14.36%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
2,975
shares
|
$484,121
0.21% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,957
shares
|
$481,192
0.09% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
May 12, 2025 Q1 2025 |
2,949
shares
|
$479,890
0.24% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
2,948
shares
|
$479,728
0.03% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
2,943
shares
|
$478,914
0.09% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
2,941
shares
|
$478,588
0.18% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
2,907
shares
|
$473,056
0.52% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
2,899
shares
|
$471,754
0.02% of portfolio
|
Q3 2024
Reduced 5.85%
|