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 |
|---|---|---|---|---|---|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
1,426
shares
|
$251,874
0.1% of portfolio
|
Q2 2024
Reduced 17.0%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
1,423
shares
|
$251,344
0.07% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,420
shares
|
$250,814
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,414
shares
|
$249,754
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
1,408
shares
|
$248,695
0.03% of portfolio
|
Q3 2024
Reduced 19.73%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,399
shares
|
$247,105
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
1,394
shares
|
$246,222
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,388
shares
|
$245,162
0.07% of portfolio
|
Q3 2024
Reduced 16.94%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
1,387
shares
|
$244,985
0.02% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
1,383
shares
|
$244,279
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,381
shares
|
$243,926
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
1,379
shares
|
$243,572
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,374
shares
|
$242,689
0.01% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,370
shares
|
$241,983
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
1,368
shares
|
$241,629
0.04% of portfolio
|
Q3 2024
Reduced 56.04%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
1,352
shares
|
$238,803
0.04% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Silver Lake Group, L.L.C.
Menlo Park, CA |
Nov 08, 2024 Q3 2024 |
1,350
shares
|
$238,450
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
1,350
shares
|
$238,450
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
1,347
shares
|
$237,920
0.02% of portfolio
|
Q3 2024
Reduced 23.34%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
1,339
shares
|
$236,507
0.02% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,328
shares
|
$234,564
0.0% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
1,323
shares
|
$233,681
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
1,323
shares
|
$233,681
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
1,319
shares
|
$232,974
0.02% of portfolio
|
Q3 2024
Reduced 41.61%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,319
shares
|
$232,974
0.0% of portfolio
|
Q3 2024
New holding
|