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 |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,531
shares
|
$396,784
0.0% of portfolio
|
Q2 2023
Reduced 7.59%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
2,520
shares
|
$395,060
0.02% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
2,508
shares
|
$393,179
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
2,508
shares
|
$393,179
0.01% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
New England Research & Management, Inc.
|
Apr 16, 2025 Q1 2025 |
2,505
shares
|
$392,708
0.21% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
2,500
shares
|
$391,925
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
2,500
shares
|
$391,925
0.03% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
William Allan, LLC
|
May 05, 2025 Q1 2025 |
2,493
shares
|
$390,827
0.27% of portfolio
|
Q1 2025
Added 20.84%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
2,490
shares
|
$390,357
0.04% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
2,470
shares
|
$387,221
0.08% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
2,464
shares
|
$386,281
0.22% of portfolio
|
Q3 2022
Reduced 93.73%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
2,441
shares
|
$382,675
0.08% of portfolio
|
Q1 2025
Added 96.06%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
2,423
shares
|
$379,853
0.01% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
2,423
shares
|
$379,853
0.01% of portfolio
|
Q1 2025
Reduced 12.97%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
2,417
shares
|
$378,913
0.21% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
2,416
shares
|
$378,756
0.04% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
2,400
shares
|
$376,248
0.14% of portfolio
|
Q4 2022
Reduced 29.41%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
2,394
shares
|
$375,307
0.35% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,389
shares
|
$374,523
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
2,388
shares
|
$374,366
0.01% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,377
shares
|
$372,642
0.02% of portfolio
|
Q3 2023
Reduced 7.51%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,376
shares
|
$372,485
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
2,368
shares
|
$371,231
0.05% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,350
shares
|
$368,409
0.03% of portfolio
|
Q1 2025
Added 234900.0%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
2,338
shares
|
$366,528
0.08% of portfolio
|
Q1 2025
Reduced 7.59%
|