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 1,321 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $52.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
1,163
shares
|
$216,422
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,162
shares
|
$216,236
0.01% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,152
shares
|
$214,375
0.06% of portfolio
|
Q1 2024
Added 109.84%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
1,123
shares
|
$208,979
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,091
shares
|
$203,024
0.03% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
1,083
shares
|
$201,535
0.02% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1,058
shares
|
$196,883
0.03% of portfolio
|
Q3 2024
Added 9518.18%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
1,013
shares
|
$188,509
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
1,005
shares
|
$187,020
0.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$186,090
0.1% of portfolio
|
Q3 2023
Reduced 0.1%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
999
shares
|
$185,903
0.04% of portfolio
|
Q4 2024
Added 72.84%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
975
shares
|
$181,437
0.05% of portfolio
|
Q4 2024
Reduced 27.78%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
938
shares
|
$174,552
0.07% of portfolio
|
Q2 2022
Added 18.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
906
shares
|
$168,597
0.01% of portfolio
|
Q4 2024
Added 29.24%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
904
shares
|
$168,225
0.01% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
900
shares
|
$167,481
0.04% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
881
shares
|
$163,945
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
873
shares
|
$162,456
0.02% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
853
shares
|
$158,734
0.01% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
850
shares
|
$158,176
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
823
shares
|
$153,152
0.04% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
821
shares
|
$152,779
0.01% of portfolio
|
Q1 2022
Added 38.92%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
821
shares
|
$152,779
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Xy Capital LTD
Central, K3 |
Jan 28, 2025 Q4 2024 |
773
shares
|
$143,847
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
762
shares
|
$141,800
0.0% of portfolio
|
Q3 2022
Added 3.81%
|