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 $48.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
1,820
shares
|
$321,466
0.11% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
1,820
shares
|
$321,466
0.07% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1,817
shares
|
$320,936
0.01% of portfolio
|
Q3 2024
Added 25.22%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,811
shares
|
$319,876
0.0% of portfolio
|
Q3 2024
Added 83.3%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
1,807
shares
|
$319,170
0.14% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
1,803
shares
|
$318,463
0.05% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
1,795
shares
|
$317,050
0.04% of portfolio
|
Q3 2024
Reduced 41.42%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,794
shares
|
$316,874
0.02% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,781
shares
|
$314,578
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,780
shares
|
$314,401
0.0% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
1,776
shares
|
$313,694
0.07% of portfolio
|
Q4 2023
Reduced 17.97%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
1,766
shares
|
$311,928
0.06% of portfolio
|
Q2 2024
Added 73.99%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
1,765
shares
|
$311,751
0.07% of portfolio
|
Q3 2024
Added 31.91%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
1,763
shares
|
$311,398
0.01% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
1,745
shares
|
$308,219
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
1,739
shares
|
$307,159
0.04% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,739
shares
|
$307,159
0.0% of portfolio
|
Q3 2024
Added 41.84%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 29, 2024 Q3 2024 |
1,734
shares
|
$306,276
0.09% of portfolio
|
Q2 2024
Reduced 59.05%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
1,711
shares
|
$302,213
0.01% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
1,700
shares
|
$300,271
0.08% of portfolio
|
Q3 2024
Reduced 22.73%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,699
shares
|
$300,094
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
1,695
shares
|
$299,387
0.15% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
1,692
shares
|
$298,857
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
1,691
shares
|
$298,681
0.01% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
1,688
shares
|
$298,151
0.01% of portfolio
|
Q1 2024
New holding
|