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 $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
1,401
shares
|
$221,526
0.01% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,399
shares
|
$221,209
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,396
shares
|
$220,735
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,395
shares
|
$220,577
0.06% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
1,394
shares
|
$220,419
0.02% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
1,393
shares
|
$220,261
0.02% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
1,385
shares
|
$218,996
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,381
shares
|
$218,363
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,374
shares
|
$217,256
0.01% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
1,366
shares
|
$215,991
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
1,363
shares
|
$215,517
0.17% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
1,359
shares
|
$214,885
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
1,357
shares
|
$214,568
0.0% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
1,356
shares
|
$214,410
0.01% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Silver Lake Group, L.L.C.
Menlo Park, CA |
May 09, 2025 Q1 2025 |
1,350
shares
|
$213,462
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,349
shares
|
$213,303
0.06% of portfolio
|
Q4 2024
Reduced 25.18%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,341
shares
|
$212,038
0.01% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
1,332
shares
|
$210,615
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,319
shares
|
$208,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
1,319
shares
|
$208,560
0.07% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,314
shares
|
$207,769
0.02% of portfolio
|
Q4 2023
Reduced 22.52%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
1,311
shares
|
$207,295
0.01% of portfolio
|
Q1 2025
Reduced 14.54%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
1,304
shares
|
$206,188
0.01% of portfolio
|
Q1 2025
Reduced 29.89%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,303
shares
|
$206,030
0.02% of portfolio
|
Q1 2025
Reduced 10.32%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
1,294
shares
|
$204,607
0.09% of portfolio
|
Q1 2025
Added 100.93%
|