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 |
|---|---|---|---|---|---|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
703
shares
|
$111,158
0.01% of portfolio
|
Q1 2025
Reduced 76.46%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
702
shares
|
$111,000
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
655
shares
|
$103,568
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
647
shares
|
$102,303
0.04% of portfolio
|
Q2 2024
Added 762.67%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
634
shares
|
$100,248
0.03% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
632
shares
|
$99,931
0.02% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
631
shares
|
$99,773
0.24% of portfolio
|
Q3 2024
Reduced 40.97%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
622
shares
|
$98,350
0.04% of portfolio
|
Q2 2024
Added 107.33%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
601
shares
|
$95,030
0.02% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
598
shares
|
$94,555
0.0% of portfolio
|
Q3 2022
Reduced 4.17%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
588
shares
|
$92,974
0.01% of portfolio
|
Q1 2025
Added 17.13%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
559
shares
|
$88,389
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
554
shares
|
$87,598
0.04% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
541
shares
|
$85,542
0.03% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
538
shares
|
$85,068
0.01% of portfolio
|
Q4 2024
Reduced 37.59%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
527
shares
|
$83,329
0.0% of portfolio
|
Q1 2025
Added 45.18%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
526
shares
|
$83,171
0.03% of portfolio
|
Q4 2023
Added 4.16%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
525
shares
|
$83,013
0.03% of portfolio
|
Q1 2025
Reduced 46.15%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
505
shares
|
$79,850
0.02% of portfolio
|
Q1 2025
Added 501.19%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
500
shares
|
$79,060
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
500
shares
|
$79,060
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
469
shares
|
$74,158
0.15% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
468
shares
|
$74,000
0.01% of portfolio
|
Q1 2025
Added 541.1%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
461
shares
|
$72,893
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
454
shares
|
$71,786
0.01% of portfolio
|
Q3 2024
New holding
|