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 |
|---|---|---|---|---|---|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,945
shares
|
$304,917
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
1,944
shares
|
$304,760
0.08% of portfolio
|
Q1 2025
Added 23.19%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
1,937
shares
|
$303,663
0.03% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,934
shares
|
$303,193
0.06% of portfolio
|
Q1 2025
Added 93.59%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
1,922
shares
|
$301,311
0.01% of portfolio
|
Q1 2025
Reduced 13.31%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
1,917
shares
|
$300,528
0.01% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,908
shares
|
$299,117
0.0% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1,902
shares
|
$298,176
0.02% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
1,895
shares
|
$297,079
0.01% of portfolio
|
Q1 2025
Added 18.81%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,891
shares
|
$296,452
0.0% of portfolio
|
Q2 2024
Reduced 11.3%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
1,889
shares
|
$296,138
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
1,880
shares
|
$294,727
0.02% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
1,878
shares
|
$294,414
0.02% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
1,875
shares
|
$293,943
0.2% of portfolio
|
Q4 2024
Reduced 8.54%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,863
shares
|
$292,062
0.02% of portfolio
|
Q2 2023
Added 13.39%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
1,863
shares
|
$292,062
0.34% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
May 14, 2025 Q1 2025 |
1,851
shares
|
$290,181
0.21% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
1,849
shares
|
$289,867
0.06% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
1,847
shares
|
$289,554
0.0% of portfolio
|
Q1 2025
Added 24.8%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
1,826
shares
|
$286,262
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,819
shares
|
$285,164
0.13% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
1,815
shares
|
$284,537
0.01% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
1,812
shares
|
$284,067
0.05% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,787
shares
|
$280,147
0.07% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
1,781
shares
|
$279,207
0.11% of portfolio
|
Q4 2024
Reduced 9.41%
|