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 |
|---|---|---|---|---|---|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
2,328
shares
|
$364,960
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
2,327
shares
|
$364,803
0.06% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
2,326
shares
|
$364,647
0.04% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
2,320
shares
|
$363,706
0.01% of portfolio
|
Q1 2025
Added 25.75%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 11, 2025 Q1 2025 |
2,318
shares
|
$363,392
0.08% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
2,310
shares
|
$362,138
0.01% of portfolio
|
Q1 2025
Added 42.5%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
2,295
shares
|
$359,787
0.06% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
2,294
shares
|
$359,630
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Lecap Asset Management LTD
London, X0 |
Apr 23, 2025 Q1 2025 |
2,273
shares
|
$356,338
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
2,271
shares
|
$356,024
0.11% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
2,261
shares
|
$354,456
0.04% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
2,251
shares
|
$352,889
0.02% of portfolio
|
Q4 2024
Added 42.74%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
2,251
shares
|
$352,889
0.08% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
2,250
shares
|
$352,732
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
2,244
shares
|
$351,791
0.24% of portfolio
|
Q1 2025
Reduced 77.71%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
2,223
shares
|
$348,499
0.05% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,220
shares
|
$348,029
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,195
shares
|
$344,110
0.03% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,181
shares
|
$341,915
0.02% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
2,174
shares
|
$340,817
0.03% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
2,171
shares
|
$340,347
0.01% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
2,161
shares
|
$338,779
0.0% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
2,150
shares
|
$337,055
0.03% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
2,148
shares
|
$336,741
0.22% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,114
shares
|
$331,411
0.22% of portfolio
|
Q1 2025
Reduced 11.06%
|