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 |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
2,812
shares
|
$440,837
0.06% of portfolio
|
Q2 2023
Added 0.93%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
2,800
shares
|
$438,956
0.15% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
2,795
shares
|
$438,172
0.13% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
2,779
shares
|
$435,663
0.22% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,775
shares
|
$435,036
0.31% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
2,764
shares
|
$433,312
0.19% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Strategic Advocates LLC
Logan, UT |
May 08, 2025 Q1 2025 |
2,711
shares
|
$425,003
0.16% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,708
shares
|
$424,533
0.05% of portfolio
|
Q1 2025
Reduced 28.83%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
May 13, 2025 Q1 2025 |
2,700
shares
|
$423,279
0.07% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
2,657
shares
|
$416,537
0.19% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
2,656
shares
|
$416,381
0.1% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Phocas Financial Corp.
Alameda, CA |
May 08, 2025 Q1 2025 |
2,649
shares
|
$415,283
0.07% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2,648
shares
|
$415,126
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
2,642
shares
|
$414,186
0.15% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
2,628
shares
|
$411,991
0.13% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
2,607
shares
|
$408,699
0.1% of portfolio
|
Q1 2025
Added 16.07%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,592
shares
|
$406,347
0.02% of portfolio
|
Q1 2025
Added 24.14%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
2,583
shares
|
$404,936
0.02% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
2,568
shares
|
$402,585
0.05% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
2,563
shares
|
$401,801
0.22% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
2,554
shares
|
$400,390
0.02% of portfolio
|
Q1 2025
Reduced 13.54%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,552
shares
|
$400,077
0.05% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
2,546
shares
|
$399,136
0.09% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
2,535
shares
|
$397,411
0.01% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
2,535
shares
|
$397,411
0.33% of portfolio
|
Q4 2024
New holding
|