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 1,367 institutions that hold shares in the stock, with a total of 285 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 |
|---|---|---|---|---|---|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
1,280
shares
|
$216,601
0.09% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
1,275
shares
|
$215,755
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
1,271
shares
|
$215,078
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,254
shares
|
$212,201
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Socha Financial Group, LLC
Corning, NY |
Jul 29, 2025 Q2 2025 |
1,250
shares
|
$211,525
0.09% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
M&G PLC
London, X0 |
Aug 08, 2025 Q2 2025 |
1,239
shares
|
$209,663
0.0% of portfolio
|
Q2 2025
Reduced 44.93%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,211
shares
|
$204,925
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
1,193
shares
|
$201,879
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,162
shares
|
$196,633
0.0% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,154
shares
|
$195,279
0.01% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
1,153
shares
|
$195,110
0.05% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,152
shares
|
$194,941
0.06% of portfolio
|
Q1 2024
Added 109.84%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
1,124
shares
|
$190,203
0.01% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
1,097
shares
|
$185,634
0.03% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,067
shares
|
$180,557
0.11% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1,056
shares
|
$178,696
0.02% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
1,052
shares
|
$178,019
0.02% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
1,036
shares
|
$175,311
0.02% of portfolio
|
Q2 2025
Added 26.65%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,018
shares
|
$172,265
0.01% of portfolio
|
Q2 2025
Added 23.24%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$169,220
0.09% of portfolio
|
Q3 2023
Reduced 0.1%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
988
shares
|
$167,189
0.02% of portfolio
|
Q2 2025
Reduced 48.91%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
971
shares
|
$164,312
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
955
shares
|
$161,605
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
944
shares
|
$159,743
0.08% of portfolio
|
Q1 2025
Reduced 23.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
938
shares
|
$158,728
0.07% of portfolio
|
Q2 2022
Added 18.43%
|