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 |
|---|---|---|---|---|---|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
2,150
shares
|
$349,869
0.03% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
2,148
shares
|
$349,544
0.22% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
2,119
shares
|
$344,824
0.05% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,114
shares
|
$344,011
0.01% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,114
shares
|
$344,011
0.22% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,108
shares
|
$343,034
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
2,104
shares
|
$342,383
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,093
shares
|
$340,593
0.02% of portfolio
|
Q4 2023
Added 2.15%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,085
shares
|
$339,292
0.02% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
2,084
shares
|
$339,129
0.03% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
2,082
shares
|
$338,803
0.0% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
2,066
shares
|
$336,200
0.06% of portfolio
|
Q1 2025
Reduced 25.36%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
2,059
shares
|
$335,061
0.0% of portfolio
|
Q1 2025
Added 74.64%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
2,059
shares
|
$335,061
0.16% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
2,058
shares
|
$334,898
0.01% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,057
shares
|
$334,735
0.01% of portfolio
|
Q1 2025
Reduced 40.63%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
2,050
shares
|
$333,596
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
2,035
shares
|
$331,155
0.03% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
2,031
shares
|
$330,504
0.0% of portfolio
|
Q1 2025
Added 33.53%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
2,025
shares
|
$329,528
0.07% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
2,021
shares
|
$328,877
0.08% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,021
shares
|
$328,877
0.03% of portfolio
|
Q1 2025
Added 24.68%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
2,011
shares
|
$327,250
0.0% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
2,009
shares
|
$326,924
0.01% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
2,008
shares
|
$326,761
0.14% of portfolio
|
Q1 2025
Added 49.74%
|