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 |
|---|---|---|---|---|---|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
2,898
shares
|
$471,591
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,887
shares
|
$469,801
0.01% of portfolio
|
Q2 2025
Added 52.35%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
2,855
shares
|
$464,594
0.14% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,848
shares
|
$463,455
0.04% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
2,825
shares
|
$459,712
0.03% of portfolio
|
Q4 2023
Reduced 13.08%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
2,800
shares
|
$455,644
0.15% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
2,795
shares
|
$454,830
0.13% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
2,779
shares
|
$452,226
0.22% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,775
shares
|
$451,575
0.31% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
2,744
shares
|
$446,531
0.17% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,708
shares
|
$440,672
0.05% of portfolio
|
Q1 2025
Reduced 28.83%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
May 13, 2025 Q1 2025 |
2,700
shares
|
$439,371
0.07% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
2,657
shares
|
$432,373
0.19% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
2,656
shares
|
$432,210
0.1% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Phocas Financial Corp.
Alameda, CA |
May 08, 2025 Q1 2025 |
2,649
shares
|
$431,071
0.07% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2,648
shares
|
$430,909
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
2,642
shares
|
$429,932
0.15% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
2,628
shares
|
$427,654
0.11% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
2,607
shares
|
$424,237
0.1% of portfolio
|
Q1 2025
Added 16.07%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,592
shares
|
$421,796
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
|
$420,331
0.02% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,572
shares
|
$418,541
0.05% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
2,568
shares
|
$417,890
0.05% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
2,563
shares
|
$417,076
0.22% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
2,554
shares
|
$415,612
0.02% of portfolio
|
Q1 2025
Reduced 13.54%
|