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 |
|---|---|---|---|---|---|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,108
shares
|
$330,471
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
2,104
shares
|
$329,844
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,093
shares
|
$328,119
0.02% of portfolio
|
Q4 2023
Added 2.15%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,085
shares
|
$326,865
0.02% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
2,084
shares
|
$326,708
0.03% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
2,082
shares
|
$326,395
0.0% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Gateway Investment Advisers LLC
|
Apr 11, 2025 Q1 2025 |
2,067
shares
|
$324,043
0.0% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
2,066
shares
|
$323,886
0.06% of portfolio
|
Q1 2025
Reduced 25.36%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
2,059
shares
|
$322,789
0.0% of portfolio
|
Q1 2025
Added 74.64%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,057
shares
|
$322,475
0.01% of portfolio
|
Q1 2025
Reduced 40.63%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
2,050
shares
|
$321,378
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Bard Financial Services, Inc.
|
Apr 15, 2025 Q1 2025 |
2,040
shares
|
$319,810
0.04% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
2,031
shares
|
$318,399
0.0% of portfolio
|
Q1 2025
Added 33.53%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
2,025
shares
|
$317,459
0.07% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
2,021
shares
|
$316,832
0.08% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,021
shares
|
$316,832
0.03% of portfolio
|
Q1 2025
Added 24.68%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
2,009
shares
|
$314,950
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
2,009
shares
|
$314,950
0.01% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
2,008
shares
|
$314,794
0.14% of portfolio
|
Q1 2025
Added 49.74%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
2,008
shares
|
$314,794
0.05% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
1,988
shares
|
$311,658
0.21% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
1,972
shares
|
$309,150
0.02% of portfolio
|
Q1 2025
Reduced 49.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,960
shares
|
$307,269
0.02% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,954
shares
|
$306,328
0.1% of portfolio
|
Q4 2022
Reduced 50.43%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
1,953
shares
|
$306,171
0.03% of portfolio
|
Q1 2025
Reduced 7.44%
|