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 |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
1,548
shares
|
$273,423
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
1,547
shares
|
$273,246
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
1,540
shares
|
$272,010
0.06% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
1,540
shares
|
$272,010
0.02% of portfolio
|
Q3 2024
Reduced 38.05%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,537
shares
|
$271,480
0.01% of portfolio
|
Q3 2024
Added 71.73%
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
1,528
shares
|
$269,890
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,518
shares
|
$268,124
0.02% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,506
shares
|
$266,004
0.03% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
1,504
shares
|
$265,651
0.01% of portfolio
|
Q1 2024
Reduced 3.22%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,504
shares
|
$265,651
0.0% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$264,945
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
1,490
shares
|
$263,178
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
1,488
shares
|
$262,825
0.01% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,482
shares
|
$261,765
0.01% of portfolio
|
Q3 2024
Reduced 71.27%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,477
shares
|
$260,882
0.0% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
1,468
shares
|
$259,292
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
1,467
shares
|
$259,116
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,455
shares
|
$256,996
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,450
shares
|
$256,113
0.01% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
1,449
shares
|
$255,936
0.05% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
1,447
shares
|
$255,583
0.01% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,446
shares
|
$255,406
0.02% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
1,435
shares
|
$253,464
0.01% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
1,433
shares
|
$253,110
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
1,430
shares
|
$252,580
0.05% of portfolio
|
Q3 2024
Added 3.92%
|