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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
2,332
shares
|
$411,901
0.06% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,328
shares
|
$411,194
0.03% of portfolio
|
Q3 2024
Added 34.88%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
2,328
shares
|
$411,194
0.12% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
2,325
shares
|
$410,664
0.01% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
2,319
shares
|
$409,604
0.05% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
2,315
shares
|
$408,898
0.01% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
2,305
shares
|
$407,132
0.07% of portfolio
|
Q4 2023
Reduced 0.22%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
2,294
shares
|
$405,189
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
2,286
shares
|
$403,776
0.03% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,282
shares
|
$403,069
0.03% of portfolio
|
Q3 2024
Added 17.15%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,264
shares
|
$399,890
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
2,261
shares
|
$399,360
0.08% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,259
shares
|
$399,007
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,252
shares
|
$397,770
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2024 Q3 2024 |
2,245
shares
|
$396,534
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
2,222
shares
|
$392,471
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,220
shares
|
$392,118
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
2,219
shares
|
$391,941
0.04% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Bard Financial Services, Inc.
|
Nov 20, 2024 Q3 2024 |
2,210
shares
|
$390,352
0.04% of portfolio
|
Q3 2024
Added 12.76%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
2,208
shares
|
$389,999
0.03% of portfolio
|
Q3 2024
Reduced 44.04%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
2,200
shares
|
$388,586
0.03% of portfolio
|
Q2 2024
Reduced 16.82%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
2,198
shares
|
$388,232
0.01% of portfolio
|
Q3 2024
Reduced 26.34%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
2,195
shares
|
$387,702
0.06% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
2,191
shares
|
$386,996
0.05% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,181
shares
|
$385,230
0.11% of portfolio
|
Q3 2024
Added 0.14%
|