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 1,367 institutions that hold shares in the stock, with a total of 285 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 |
|---|---|---|---|---|---|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
1,917
shares
|
$324,394
0.06% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
1,915
shares
|
$324,056
0.18% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
1,912
shares
|
$323,548
0.04% of portfolio
|
Q2 2025
Added 13.47%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
1,912
shares
|
$323,548
0.03% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,903
shares
|
$322,025
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
1,900
shares
|
$321,518
0.0% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,891
shares
|
$319,995
0.0% of portfolio
|
Q2 2024
Reduced 11.3%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
1,889
shares
|
$319,656
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
1,879
shares
|
$317,964
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,863
shares
|
$315,256
0.02% of portfolio
|
Q2 2023
Added 13.39%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
1,858
shares
|
$314,410
0.0% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
1,851
shares
|
$313,226
0.16% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
1,850
shares
|
$313,057
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
1,849
shares
|
$312,887
0.05% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
1,847
shares
|
$312,549
0.3% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
1,824
shares
|
$308,657
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,820
shares
|
$307,980
0.02% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,819
shares
|
$307,811
0.12% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,812
shares
|
$306,626
0.0% of portfolio
|
Q2 2025
Reduced 41.26%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,802
shares
|
$304,934
0.09% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
1,799
shares
|
$304,426
0.01% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
1,791
shares
|
$303,073
0.17% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
1,790
shares
|
$302,903
0.04% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
1,789
shares
|
$302,734
0.04% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,787
shares
|
$302,396
0.07% of portfolio
|
Q1 2025
Reduced 1.49%
|