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 1,340 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $43.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
1,540
shares
|
$241,425
0.05% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
1,536
shares
|
$240,798
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
1,531
shares
|
$240,014
0.17% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,523
shares
|
$238,760
0.02% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
1,522
shares
|
$238,603
0.0% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
1,519
shares
|
$238,133
0.01% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
1,516
shares
|
$237,663
0.0% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,513
shares
|
$237,193
0.03% of portfolio
|
Q1 2025
Added 23.31%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
1,504
shares
|
$235,782
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,500
shares
|
$235,155
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
1,490
shares
|
$233,587
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,489
shares
|
$233,430
0.0% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Dorsey Wright & Associates
|
May 06, 2025 Q1 2025 |
1,480
shares
|
$232,019
0.06% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
1,475
shares
|
$231,235
0.02% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,468
shares
|
$230,138
0.01% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
1,468
shares
|
$230,138
0.06% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
1,466
shares
|
$229,824
0.02% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
1,454
shares
|
$227,943
0.04% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,452
shares
|
$227,630
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
1,450
shares
|
$227,316
0.23% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,433
shares
|
$224,651
0.01% of portfolio
|
Q1 2025
Reduced 22.71%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
1,429
shares
|
$224,024
0.05% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
1,428
shares
|
$223,867
0.04% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,423
shares
|
$223,083
0.01% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
1,409
shares
|
$220,888
0.01% of portfolio
|
Q1 2025
Reduced 41.82%
|