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 |
|---|---|---|---|---|---|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,314
shares
|
$235,508
0.02% of portfolio
|
Q4 2023
Reduced 22.52%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,310
shares
|
$234,791
0.0% of portfolio
|
Q3 2024
Added 16.03%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,293
shares
|
$231,744
0.0% of portfolio
|
Q3 2024
Added 8.84%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,290
shares
|
$231,206
0.08% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
1,284
shares
|
$230,131
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
1,280
shares
|
$229,414
0.0% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
1,280
shares
|
$229,414
0.11% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
1,272
shares
|
$227,980
0.01% of portfolio
|
Q1 2022
Reduced 7.83%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,265
shares
|
$226,725
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
1,255
shares
|
$224,933
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,254
shares
|
$224,754
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,249
shares
|
$223,858
0.01% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,221
shares
|
$218,839
0.03% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
1,218
shares
|
$218,302
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
1,217
shares
|
$218,122
0.01% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,211
shares
|
$217,047
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
1,208
shares
|
$216,509
0.05% of portfolio
|
Q3 2024
Reduced 64.83%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
1,200
shares
|
$215,076
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
1,197
shares
|
$214,538
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
1,196
shares
|
$214,359
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
1,193
shares
|
$213,821
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
1,190
shares
|
$213,283
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
1,189
shares
|
$213,104
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
1,187
shares
|
$212,746
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
1,184
shares
|
$212,208
0.01% of portfolio
|
Q3 2024
Added 4.59%
|