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 |
---|---|---|---|---|---|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
2,546
shares
|
$414,310
0.09% of portfolio
|
Q1 2025
Added 1.19%
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
2,535
shares
|
$412,520
0.01% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
2,535
shares
|
$412,520
0.33% of portfolio
|
Q4 2024
New holding
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,531
shares
|
$411,869
0.0% of portfolio
|
Q2 2023
Reduced 7.59%
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
2,526
shares
|
$411,055
0.02% of portfolio
|
Q2 2025
Added 1.04%
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
2,525
shares
|
$410,893
0.27% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
2,523
shares
|
$410,567
0.22% of portfolio
|
Q2 2025
Reduced 78.25%
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
2,520
shares
|
$410,079
0.02% of portfolio
|
Q4 2024
Added 0.2%
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
2,508
shares
|
$408,126
0.37% of portfolio
|
Q3 2024
New holding
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
2,508
shares
|
$408,126
0.01% of portfolio
|
Q1 2025
Added 18.13%
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
2,500
shares
|
$406,825
0.14% of portfolio
|
Q2 2022
New holding
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,494
shares
|
$405,848
0.02% of portfolio
|
Q2 2025
Reduced 16.36%
|
|
William Allan, LLC
|
May 05, 2025 Q1 2025 |
2,493
shares
|
$405,685
0.27% of portfolio
|
Q1 2025
Added 20.84%
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
2,490
shares
|
$405,197
0.04% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
2,470
shares
|
$401,943
0.08% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
2,464
shares
|
$400,966
0.22% of portfolio
|
Q3 2022
Reduced 93.73%
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
2,441
shares
|
$397,223
0.08% of portfolio
|
Q1 2025
Added 96.06%
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
2,423
shares
|
$394,294
0.01% of portfolio
|
Q1 2025
Reduced 12.97%
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
2,416
shares
|
$393,155
0.04% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
2,400
shares
|
$390,552
0.14% of portfolio
|
Q4 2022
Reduced 29.41%
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
2,394
shares
|
$389,575
0.35% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
2,390
shares
|
$388,924
0.03% of portfolio
|
Q2 2025
New holding
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,389
shares
|
$388,761
0.02% of portfolio
|
Q1 2025
New holding
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
2,388
shares
|
$388,599
0.01% of portfolio
|
Q1 2025
Added 1.79%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,377
shares
|
$386,809
0.02% of portfolio
|
Q3 2023
Reduced 7.51%
|