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 1,257 institutions that hold shares in the stock, with a total of 269 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 |
|---|---|---|---|---|---|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
310
shares
|
$55,561
0.01% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
310
shares
|
$55,561
0.0% of portfolio
|
Q1 2024
Reduced 95.12%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
309
shares
|
$55,382
0.02% of portfolio
|
Q2 2024
Added 26.64%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
309
shares
|
$55,382
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
305
shares
|
$54,665
0.03% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
302
shares
|
$54,127
0.01% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
300
shares
|
$53,769
0.02% of portfolio
|
Q2 2024
Reduced 45.45%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
284
shares
|
$50,901
0.02% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
277
shares
|
$49,646
0.0% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
265
shares
|
$47,495
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
263
shares
|
$47,137
0.01% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
259
shares
|
$46,420
0.0% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
255
shares
|
$45,703
0.01% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
250
shares
|
$44,807
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
250
shares
|
$44,807
0.0% of portfolio
|
Q1 2023
Reduced 73.12%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
250
shares
|
$44,807
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
249
shares
|
$44,628
0.0% of portfolio
|
Q3 2024
Added 47.34%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
244
shares
|
$43,732
0.01% of portfolio
|
Q3 2023
Reduced 4.31%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
243
shares
|
$43,552
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
235
shares
|
$42,119
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
233
shares
|
$41,760
0.01% of portfolio
|
Q1 2024
Reduced 10.04%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
229
shares
|
$41,043
0.0% of portfolio
|
Q2 2024
Added 218.06%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
228
shares
|
$40,864
0.0% of portfolio
|
Q3 2023
Added 714.29%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
225
shares
|
$40,326
0.01% of portfolio
|
Q2 2024
Reduced 17.88%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
219
shares
|
$39,251
0.01% of portfolio
|
Q2 2024
Reduced 30.25%
|