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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
2,181
shares
|
$385,230
0.04% of portfolio
|
Q3 2024
Added 21.03%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
2,155
shares
|
$380,637
0.12% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
2,151
shares
|
$379,931
0.07% of portfolio
|
Q1 2024
Reduced 3.59%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,143
shares
|
$378,518
0.03% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,143
shares
|
$378,518
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
2,125
shares
|
$375,338
0.08% of portfolio
|
Q4 2023
Reduced 12.37%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,118
shares
|
$374,102
0.03% of portfolio
|
Q1 2024
Reduced 20.61%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
2,109
shares
|
$372,512
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
2,109
shares
|
$372,512
0.05% of portfolio
|
Q3 2024
Added 46.05%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,108
shares
|
$372,336
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
2,104
shares
|
$371,629
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,104
shares
|
$371,629
0.04% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
2,100
shares
|
$370,923
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
2,097
shares
|
$370,393
0.21% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,093
shares
|
$369,686
0.03% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,093
shares
|
$369,686
0.02% of portfolio
|
Q4 2023
Added 2.15%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
2,062
shares
|
$364,211
0.03% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
2,050
shares
|
$362,091
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
2,050
shares
|
$362,091
0.21% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Gateway Investment Advisers LLC
|
Oct 10, 2024 Q3 2024 |
2,049
shares
|
$361,914
0.0% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,042
shares
|
$360,678
0.04% of portfolio
|
Q3 2024
Added 99.8%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
2,021
shares
|
$356,969
0.08% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
2,019
shares
|
$356,615
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
2,005
shares
|
$354,143
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$353,260
0.1% of portfolio
|
Q3 2024
New holding
|