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 |
|---|---|---|---|---|---|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
1,687
shares
|
$297,974
0.03% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,670
shares
|
$294,972
0.02% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
1,652
shares
|
$291,792
0.01% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
1,651
shares
|
$291,616
0.0% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Worth Venture Partners, LLC
Fort Lee, NJ |
Nov 13, 2024 Q3 2024 |
1,650
shares
|
$291,439
0.8% of portfolio
|
Q4 2023
New holding
|
|
|
Socha Financial Group, LLC
Corning, NY |
Oct 30, 2024 Q3 2024 |
1,650
shares
|
$291,439
0.12% of portfolio
|
Q2 2024
Added 13.79%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
1,647
shares
|
$290,909
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
1,645
shares
|
$290,556
0.04% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
1,631
shares
|
$288,083
0.08% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
1,628
shares
|
$287,553
0.03% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
1,627
shares
|
$287,377
0.03% of portfolio
|
Q2 2024
Added 8.18%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
1,625
shares
|
$287,023
0.02% of portfolio
|
Q3 2024
Reduced 23.82%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,615
shares
|
$285,257
0.0% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
1,608
shares
|
$284,021
0.01% of portfolio
|
Q3 2024
Added 491.18%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
1,603
shares
|
$283,137
0.05% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
1,600
shares
|
$282,608
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
1,585
shares
|
$279,958
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
1,577
shares
|
$278,545
0.01% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
1,575
shares
|
$278,192
0.17% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
1,561
shares
|
$275,719
0.04% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,560
shares
|
$275,542
0.02% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
1,558
shares
|
$275,189
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,551
shares
|
$273,953
0.04% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
1,550
shares
|
$273,776
0.25% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,549
shares
|
$273,599
0.03% of portfolio
|
Q2 2023
Added 0.13%
|